Gallagher Pool Wealth Management is proud to be partnered with ValMark Securities, LLC. ValMark Securities, LLC serves as Gallagher Pool Wealth Management's broker dealer. The broker dealer is extremely important to the complex business operations and compliance aspects of a wealth management practice. ValMark Securities, LLC is a national independent broker dealer specializing in equity, investment advisory and risk management products and support services some of for the nation’s top echelon of wealth transfer and corporate insurance firms.
ValMark’s affiliated companies include ValMark Advisers, an SEC-registered investment advisory firm, and Executive Insurance Agency, a Master General Agency for general account life insurance products. ValMark added a FINRA-compliant life settlement brokerage division in 2004.
ValMark traces its origins to the founding of Executive Insurance Agency in 1963 by Lawrence S. Rybka, one of the first in the industry to organize his firm around the concept of allowing financial professionals to build independent businesses under their own brand. Rybka was also one of the first pioneers to integrate technical advice with product recommendations by forming attorney/CPA teams to support sales professionals. This technical orientation continues today at ValMark with a high percentage of Members holding a JD, CPA or CFP designation.
Many of the Principals of these firms are industry leaders, including national Board Members and former Presidents of the Association for Advanced Life Underwriting (AALU), the Million Dollar Round Table (MDRT) and the National Association of Insurance and Financial Advisors (NAIFA). Three Member Firms are owned by publicly-held banking groups. Five Member Offices are among the nation’s top 100 independent CPA firms.
ValMark Member Offices constitute one of the industry’s largest, independent buying cooperatives with an estimated $42 billion of life insurance in force and $12 billion of assets custodied or under management through ValMark Advisers and its affiliated RIAs. This combined buying power provides Member Offices with preferred access and leverage to negotiate the best arrangements on behalf of their clients.
ValMark is committed to remaining a privately-owned company, free from the pressures of quarterly earnings and “growth-at-any-price.” Our long term goal is not to be the biggest, but the best. ValMark is committed to partnering with firms that want to be part of a movement that continues to transform the wealth advisory profession and deliver industry-leading, best-practice solutions to their clients.