At Gallagher Pool Wealth Management, our delivery of personal service is the hallmark of our relationships with our clients.
The Managing Partners of Gallagher Pool have extensive experience providing personal services to high net worth clients and advisors. Through our global network of top professionals, we are strongly equipped to deliver the unique services required by our clientele.
Charlie Pool and Phil Gallagher are the co-founders and managing partners of Gallagher Pool Wealth Management. At the core of their philosophy is a commitment to teamwork. This is demonstrated not only in the way they approach client solutions, but also in their after-hours interests in outdoor sports and physical fitness in their communities.
Through our independent relationships with the ValMark Companies, Schwab Institutional, Pershing, LLC/BNY Mellon, TD Ameritrade Institutional and others, Gallagher Pool Wealth Management has access to some of the industry’s top echelon of global financial resources. By combining these resources with our high level of personal service and expertise, we offer clients the opportunity to receive the best of both worlds – institutional quality and selection with boutique-level service and advocacy.