Who We Serve
We primarily work with a select group of successful families that are near or in retirement who are looking forward to the future with anticipation, not apprehension.
Our Double Black Diamond Process helps put all the pieces of the puzzle together as their lives unfold and needs evolve. These families have specific needs that are aligned with our expertise and process. Through this process and our philosophy, we strive to provide exceptional service to serve you and generations to come.
What We Do
At Gallagher Wealth Management, we recognize that we are truly about ensuring that our client’s specific route to financial independence remains clear and on track regardless of the changing life events we all face. We’ve come to understand that we can provide an assortment of different solutions over the life of a relationship we have with any one client. They can be as fundamental as planning for Social Security, proper management of debt and tax issues, or as significant and monumental as selling a business, succession planning, death of a spouse, divorce, retirement, or legacy planning.
There are so many pieces to each puzzle and many of these pieces are relevant at any point in our customers' lives. Over the years, we know that the lives of our clients will undoubtedly evolve and their needs will change. We will be prepared to face these puzzle parts with you using our Double Black Diamond Process and experience.