Assess & Plan
We assess all aspects of your current financials. We help you to clearly define your goals. Then we develop a plan to pursue them.
Strategize
We implement personalized strategies to grow, protect, & transfer your wealth.
Manage
Our comprehensive financial management means we're ready to address your every need.
YOU DESERVE YOUR OWN FINANCIAL STRATEGY
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.
Understanding the Alternate Valuation Date
Medicare Advantage Plans (Medicare Part C)
Choosing a Business Structure
Brendan Gallagher, CRPC®
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...