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Wade Roberts

Wade Roberts

President/Portfolio Manager

Wade Roberts is the President and Portfolio Manager at Roberts Wealth Management.

After graduating from Kennesaw State University with his Bachelors in Business Administration and a degree in Marketing, Wade started with a internship with Bear Stearns to learn more about the business and a potential career in the financial service industry.

He has spent the last 26 years of his career working for firms such as Wells Fargo, Wachovia and Merrill Lynch. Wade was inspired by watching clients improve their lives as a direct result of improving their wealth. This passion fueled the pursuit of his own wealth management firm, where he assists clients in assessing their financial situation in planning for retirement, college savings, estate, and portfolio management.

Today, Wade lives in Canton, Georgia where he enjoys the occasional golfing or hunting trip. Him and his wife, Audrey, have three grown children together and they love spending time together whenever possible.