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Our Process

Discipline┃Integrity┃Knowledge┃Execution

At Gallagher Wealth Management we value, you. We value the success that you’ve earned, the discipline you’ve demonstrated in saving, the reasons that you have worked so hard, your family and the lifestyle you have secured. We value the goals for which you are saving. Money without a plan is just money. You have a plan for your wealth. Your wealth has a purpose. We believe that it is our responsibility to do everything that we can to guide you in the pursuit of accomplishing your financial goals. This is the reason that we believe in purpose driven investments and wealth management.

ASSESS & PLAN

ASSESS & PLAN

Our process begins with a thorough assessment of your current financial situation. We ask the right questions. We listen, so we can know you. We understand your needs, your concerns, and your goals. We want to understand what is important to you. Because, we don’t just care about your money and pursuing your goals, we care about you. We then develop a meticulous financial plan to best pursue achieving your clearly defined goals.

STRATEGIZE

STRATEGIZE

No two people are the same, your financial strategies should be personalized. We develop and implement strategies for each client to simplify the complexities associated with your wealth. We develop strategies to grow, protect, and transfer your wealth. Some of the strategies we implement are listed below:

  • Investment Strategies
  • Retirement Strategies
  • Estate Planning Strategies
  • Insurance Strategies
  • Tax Strategies
  • Cash Flow and Income Strategies
  • College Savings Strategies
MANAGE

MANAGE

There are many facets to Wealth Management. At Gallagher Wealth Management we address all aspects of your wealth, from every angle. Our job is to understand, follow, and advise on your complete financial picture. We work closely and collaboratively with your tax, legal, and insurance professionals in order to fully understand all aspects of your finances, avoid strategic mistakes, and make recommendations based on changes to your goals or finances.

Investment Management

We have strong conviction for each investment that we utilize.

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New Client

While every client and relationship is different and some require additional service, this is our standard activity.

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Learning Center

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Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
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