We have built a boutique firm employing a holistic wealth management approach and championing an open architecture investing method. We are dedicated to designing, guiding, and protecting the legacies of our clients. To optimize financial success, we ensure clients receive the time and attention essential to developing a custom, effective and proactive wealth strategy.
As fiduciary wealth managers, we are committed to acting in your best interest at all times. Our firm has no proprietary investments. We want to ensure our clients know the guidance and information we provide is objective, accurate and unbiased.
As fiduciary wealth managers, we are committed to acting in your best interest at all times. Our firm has no proprietary investments. We want to ensure our clients know the guidance and information we provide is objective, accurate and unbiased.
Services
Chris and Renee Gallagher have more than 50 years of combined experience helping high net worth individuals and families meet and exceed their life goals. Working together as a team, they each add a broad range of experiences and perspectives. Chris drives the vision, values and direction of the firm.
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