Using our proprietary Double Black Diamond Process, we provide comprehensive financial planning and wealth management throughout a long-term relationship with you.
Through our experience we have learned it is imperative that we center on your needs and goals, understanding what is most important to you.
What You Can Expect From Us
- Strive to acquire and maintain a thorough understanding of your financial goals.
- Update your current financial information on a regular basis.
- Monitor your investments regularly and make adjustments as necessary.
- Explain our process in straight-forward language and gladly answer any questions you have.
- Meet at least annually (more often if necessary) to review your Personal Financial Puzzle.
- Act as your primary Personal Wealth Manager, coordinating the efforts of other related professionals when appropriate.
- Treat you with the utmost respect and professionalism.
- Help you save time by maintaining a network of professionals who we can refer you to.
- Embody our values of hard-work, honesty, transparency, and family first approach.
You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide tax, CPA, legal, real estate, insurance, or trust services. These entities and their services are not affiliated with LPL Financial and Gallagher Wealth Management.