A complete list of active advisors currently associated with Gallagher Wealth Management
Warmer can help you find a great advisor at Gallagher Wealth Management or one who fits your needs even better.
Gallagher Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm offers discretionary asset management, written financial plans, and retirement plan consulting for plan sponsors. Portfolios are tailored and may include individual stocks, bonds, ETFs, mutual funds, options, and private securities, with ongoing monitoring and rebalancing based on clients’ objectives. The firm uses a mix of fundamental, technical and cyclical analysis and, unusually for firms of its size, incorporates margin borrowing in separately managed accounts and options strategies as part of its investment implementation. What distinguishes the firm is the combination of retail advisory services and more corporate-focused planning capabilities — including corporate and personal tax planning, cost segregation studies, lines-of-credit evaluation, and ERISA-aware retirement plan consulting for employers. Gallagher Wealth Management manages approximately $123.45 million across about 117 client relationships and emphasizes fiduciary disclosure and individualized engagement.
To learn more about the advisors currently working at Gallagher Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Danville, CA
| 28
|
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