Navigate Your Financial Journey with Confidence and Clarity
Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and sophisticated financial strategies can help make your investment goals a reality.
Brendan Gallagher
President & Senior Wealth Advisor
Brendan Gallagher is the founder and owner of Gallagher Wealth Management. In 2011, Brendan completed his military career with the U.S. Army Special Forces as a Green Beret and Ranger and joined the team of Edward Jones as a Financial Advisor from 2011 to 2017. As much as Edward Jones was a great working environment, Brendan realized that there were products and services that would benefit many of his clients that he was unable to offer in that current environment.
In March of 2017, Brendan became an independent financial advisor and joined the team of Heritage Seubert Financial at Wells Fargo Advisors. Heritage Seubert Financial was a great next step in Brendan's career. He worked daily with advisors that had 15 to 40 years of experience in the industry, further sharpening and refining his craft of wealth management.
In October of 2021, Brendan continued to move forward and founded Gallagher Wealth Management and was proud to
announce the alignment with LPL Financial. Gallagher Wealth Management shares a client-centered approach. We are focused on holistic advice, putting the client first with a commitment to high-quality, and personalized service. We look forward to partnering with you and your family as managing the financial fidelity of our clients is our focus.
The One Big Beautiful Bill Act
The One Big Beautiful Bill Act fundamentally reshapes the financial landscape for millions of Americans, yet it introduces distinct factors that can impact your long-term retirement strategy. Understanding these changes to tax and policy is an important part of comprehensive financial wellness.
Our Clients
We maintain strategic proficiency across a broad range of investor profiles.
Retirement Transition
Making the transition from wealth accumulation to wealth distribution.
Schedule A Consultation
If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.
Our Services
When was the last time you sat down and had a strategic conversation about your investments?
Our team consists of seasoned professionals with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on our insight and knowledge.
Our Three Step Process
STEP
1
Assess
What is your current situation?
&
What are your goals?
STEP
2
Strategize
Our team will present unique financial strategies designed to match your investor profile.
STEP
3
Implement
Life changes? Market volatility? We’ll keep your financial objectives on track every step of the way.
Get your financial journey started today.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Start Your Financial Journey with Our Advisors
Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.