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Our Process

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. 

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Our Philosophy

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.

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DRIVEN BY YOUR GOALS

Our Strategic Advantage

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.

Wealth GPS is our financial planning process to help individuals accumulate, spend and transfer their assets. Having a dynamic financial plan helps reduce the negative impacts of ‘greed’ and ‘concern’.

Financial Planning is about more than just good advice or investment returns. It’s about providing guidance that you can trust.

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

  • Investments

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

  • Retirement

    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

  • Family Office Planning

    We work with your family and your trusted network of professionals to provide the support you need to manage your family wealth accumulation, wealth transfer and tax optimization. Partner with our team to find investment and planning opportunities as unique as your family.

  • Insurance

    Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help...

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.
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What Smart Investors Know

Smart investors take the time to separate emotion from fact.
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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.
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What's Your Risk Number?


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