Devonshire Asset Management, Inc.

Devonshire Asset Management, Inc., founded by Thomas E. Wade, CFP®, in January 1999, is a registered investment advisory firm located in Winchester, MA. Thomas Wade, with over 30 years of experience, holds a Bachelor of Business Administration degree in finance and is a Certified Financial Planner™. The firm merged with Winchester Financial Advisors, LLC, in 2009. Devonshire specializes in providing financial planning services, including asset allocation and equity management for individuals, trusts, retirement plans, and foundations with over $200 million in assets under management. As a fiduciary, Thomas E. Wade is committed to acting in the best interests of clients. He does not engage in outside business activities, receive commissions, or compensation based on the sale of securities. The firm does not receive additional compensation for client referrals and maintains transparency regarding any potential conflicts of interest. Clients have full discretion over their investments, with Thomas E. Wade serving as the President and Principal of the firm. For regulatory disclosures, Thomas E. Wade has a clean disciplinary record and has not been subject to any legal or disciplinary actions by regulatory bodies. Clients can verify this information through the SEC and Massachusetts Securities Division.