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Our Approach

The financial markets are constantly changing. Are you prepared for what’s next? 

At Gallagher Wealth Management, we utilize time tested strategies to advance and protect your portfolio from the market’s uncertainty. We employ both a balance of offensive and defensive investing strategies that take advantage of any changes in the markets.

We believe that a disciplined and repeatable approach is the most effective way to continually build your wealth. Our understanding and attention to the markets allows us to timely go on the defense or offense when necessary.

Advice with Integrity

We pride ourselves in providing every client with unmatched personalized advice. By placing your best interests at the forefront, our team strives to empower you to address your financial aspirations without hesitation.

You deserve the platinum experience. That’s why we offer portfolio management and all of our services on a fee or hourly consulting basis. We value our clients and their loved ones so we welcome any referral.

If you have a life event that warrants special attention, we also offer our services for an hourly rate or flat fee. Life events may range from new jobs, birth, divorce, inherited wealth, 401k investing to consolidating securities for an estate.

Discover How We Can Help

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