Broker Check

Asset Management

At Gallagher Pool Wealth Management, our unwavering dedication lies in providing comprehensive wealth strategies tailored to meet the unique asset management requirements of every client. With a meticulous focus on factors such as risk tolerance, tax classification, and time horizon, we strive to craft investment strategies that align seamlessly with each client's individual financial objectives.

As Accredited Investment Fiduciary® (AIF®) designees, Charlie Pool and Phil Gallagher bring a wealth of expertise and a commitment to excellence in guiding clients towards their financial goals. Drawing upon documented processes and comprehensive methodologies, they employ a disciplined approach to meticulously assess and determine a prudent investment allocation for each client. By leveraging their fiduciary expertise, in an advisory relationship, and strategic insights, Charlie and Phil help to ensure that clients receive tailored investment plans that prioritize both stability and growth, aiming to set the stage for long-term financial success.

The Value of Asset Allocation

In navigating the ever-evolving landscape of financial markets, the cornerstone of a successful investment journey lies in a well-crafted and meticulously executed asset allocation strategy, meticulously tailored to your unique investment objectives. Central to our approach at Gallagher Pool Wealth Management is Strategic Asset Management, which underscores the importance of diversifying your investments across multiple asset classes—be it stocks, bonds, or cash equivalents—to align with your specific financial goals. This strategic approach not only allows your portfolio to tap into diverse market sectors but also aims to mitigate overall volatility, helping to ensure a balanced and resilient investment portfolio.

It's crucial to remember that while asset allocation is a powerful tool in wealth management, it does not guarantee profits or shield against losses. Instead, its primary function is to better position the distribution of your investments to align with your financial aspirations.

Our goal at Gallagher Pool Wealth Management is to curate a bespoke portfolio that reflects an optimal blend of investments tailored to your individual goals, time horizon, and risk tolerance. This tailored process encompasses delineating clear investment objectives, determining the ideal weightings for different asset classes, selecting specific investments that align with your strategy, and proactively recalibrating as market conditions evolve. By employing a dynamic and responsive approach to portfolio management, we aim to empower you to pursue your financial objectives with confidence and adaptability, regardless of the market's fluctuations.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Asset allocation does not ensure a profit or protect against a loss.

The Power of Advice

At Gallagher Pool Wealth Management, your success is our top priority, and we are dedicated to help tailor the right investment strategy specifically for you. By combining our seasoned advice and in-depth knowledge with the dynamic capabilities of Strategic Asset Management, we are able to craft a personalized strategy that aligns with your financial objectives.

Through our Strategic Asset Management approach, we provide you with access to a wide array of investment opportunities, enhancing the diversification of your portfolio and potentially boosting its overall resilience. Your existing investments are carefully considered and seamlessly integrated with our selected offerings, culminating in a bespoke portfolio designed to bolster your financial plan.

It's important to recognize that your individual circumstances and personal goals are the driving forces behind our investment decisions. By meticulously aligning our investment methodology and selection with your unique needs, we help to ensure that your investment strategy is finely tuned to your specific requirements, fostering a path toward long-term financial prosperity and fulfillment of your goals.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Fee-Based Guidance

Through our utilization of the Strategic Asset Management platform and offering fee-based asset management, we adhere to regulatory requirements outlined in Regulation Best Interest (Reg BI). Embracing a fee-based model, we align our interests with yours by sharing a common objective: to manage growth of your assets. This approach helps to ensure that our compensation structure is designed to prioritize your financial well-being and investment success.

Under Reg BI compliance, our fee-based asset management structure emphasizes transparency, accountability, and a client-centric approach. By operating within a fee-based framework, we earn an annual fee based on the market value of your account, thereby directly linking our compensation to the performance and growth of your investments. This not only underscores our commitment to aligning our incentives with your objectives but also reinforces our dedication to providing tailored investment strategies that seek to address your specific financial needs in a manner compliant with regulatory standards.

Ongoing Advice and Oversight

As a fiduciary operating under the Investment Advisers Act of 1940, in an advisory relationship, we are held to the highest standard of care, bound by a legal obligation to prioritize acting in your best interest and provide transparency. Within a Strategic Asset Management account, we undertake the continuous monitoring of your investment portfolio and remain available to offer tailored advice whenever necessary.

Our fiduciary commitment, in an advisory relationship, extends to providing these services on a discretionary basis, eliminating the need for you to direct us to execute trades, rebalance your portfolio, or make other investment decisions on your behalf. This discretion empowers us to proactively adjust your portfolio in response to evolving market conditions, helping to ensure that your investments are aligned with your financial objectives and adaptive to changing economic landscapes.

For more detailed information on our services and how we partner with clients to help achieve their financial goals, please visit https://www.lpl.com/working-with-an-advisor.html.

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