1580 McLaughlin Run Road
We ask the right questions. We listen, so we can know you. We understand your needs, your concerns, and your goals. Then we assess, plan, strategize, and execute.
Purpose Driven Wealth Management
Your age does not define you. It shouldn't determine how your wealth is invested. You have goals. Your money has a purpose. We believe your wealth should be invested based on its purpose and your goals, not determined by your age.
You've spent a lifetime building your legacy. We work closely with your tax and legal teams to create a fully comprehensive strategy to transfer your wealth and carry out your legacy.
We assess all aspects of your current financials. We help you to clearly define your goals. Then we develop a plan to pursue them.
We implement personalized strategies to grow, protect, & transfer your wealth.
Our comprehensive financial management means we're ready to address your every need.
No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice personalized for you. That's why Gallagher Wealth Management seeks to simplify the complex, while also providing a level of service rarely seen in the financial industry.
We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.
The Long Run: Women and Retirement
Rightsizing for Retirement
What You Need to Know About Social Security
President & Senior Wealth Advisor
While serving is the U.S. Army Special Forces as a Green Beret and Ranger, Brendan Gallagher exemplified discipline, integrity, knowledge, execution, and the ability to adapt to any situation. For over a decade he has been applying...