Independent Wealth Management Advice Based in Albuquerque, New Mexico
Gallagher Wealth Management is a family focused wealth management firm dedicated to providing a superior client experience through open communication and with a honest transparent financial approach. Together, our team has over 55 years of experience advancing and preserving portfolios through a disciplined and sound investment approach with personalized advice. Our experience has taught us that the most important thing we can give to you, is more time to spend with those that are most important to you - family and friends.
Let us be your consultant, personal CFO, and your wealth manager. We are passionate about setting you up for confidence with all of your financial needs, goals, and endeavors.
“It’s pretty simple…we serve our clients in the same manner we would want to be served.” - David M. Gallagher
Superior Client Service
You are our most valuable asset; therefore, prompt communication is one of our top priorities. With us, your emails and phone calls will never go unanswered. Simply put, our relationship is more than just advisor/client- we’re your biggest supporter.
Our focus is to help you get the most out of your investments and preserve your assets for years to come. We can only accomplish this through honest and transparent advice. It is our fiduciary duty and moral obligation to look out for you and your family's best interests. With a keen sense for the latest market trends, we’re vigilant about monitoring your portfolio and goals.
Your financial future relies on investment decisions made today, not tomorrow. Your engagement can make a world of difference for you and your family’s wealth. We will encourage you to participate in annual reviews, create a retirement income plan, as well as educate and inform you through market insights, commentary, and helpful publications on our blog. These services coupled with customized advice for your personal situation, will empower you to become more engaged.
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