Sometimes life gets in the way of properly organizing and addressing our financial affairs. After decades of working with successful clients, we developed the Wealth GPSTM to help organize, coordinate and report on all aspects of your financial affairs. Gallagher Pool Wealth Management strives to offer robust wealth solutions to accommodate each client's asset management needs based on risk tolerance, tax classification and time horizon.
We rely on the value of asset allocation, the power of advice, fee-based guidance, and ongoing advice and oversight to determine a prudent investment allocation for each client. As an independent private wealth management firm, our investment recommendations are guided by our financial planning process (Wealth GPS), which are driven by your financial goals and risk tolerance.
We rely on the value of asset allocation, the power of advice, fee-based guidance, and ongoing advice and oversight to determine a prudent investment allocation for each client. As an independent private wealth management firm, our investment recommendations are guided by our financial planning process (Wealth GPS), which are driven by your financial goals and risk tolerance.
Services
Planning for the future can create a unique set of challenges and add significant complexity to your life. We believe it is important to partner with a team that understands your situation and is committed to helping you navigate all critical financial events of your life; both things you planned on and things you didn't.
What makes an investment professional "qualified" to manage your financial security and investment portfolios? Some considerations for an investor are the investment professional's education, experience, philosophy, custody, ownership, background, continuity, affiliations, privacy practices, ethics and partnerships.
Gallagher Pool Wealth Management removes complexity from the financial planning process. Charlie Pool and Phil Gallagher have over 30 years of combined experience in financial planning and provide a custom, simplified team approach to help you stay the course. Sometimes life gets in the way of properly organizing and addressing our financial affairs.
Gallagher Pool Wealth Management strives to offer robust wealth solutions to accommodate each client's asset management needs based on risk tolerance, tax classification and time horizon. As Accredited Investment Fiduciary (AIF) designees, Charlie Pool and Phil Gallagher rely upon documented processes to determine a prudent investment allocation for each client.
In today's competitive business environment, key executives are one of your company's most valuable assets. Competition to recruit, retain and reward top performers has grown to the point that traditional compensation methods are not enough.
Top executives are seeking ways to cope with tax issues and retirement needs amid restrictive legislation that dramatically limits the amount of income that can be deferred or contributed to the company's qualified retirement plan.These executives are seeking wealth-building opportunities.
Top executives are seeking ways to cope with tax issues and retirement needs amid restrictive legislation that dramatically limits the amount of income that can be deferred or contributed to the company's qualified retirement plan.These executives are seeking wealth-building opportunities.
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