Gallagher Pool Wealth Management

At Gallagher Pool Wealth Management, our mission is to provide comprehensive wealth management solutions to individuals, families, and businesses in Centerville, Ohio. Our team of experienced financial professionals is dedicated to helping our clients achieve their financial goals and secure their financial futures.

Our Story

With decades of experience in the financial industry, our team has developed a deep understanding of the complex financial landscape. We have worked with numerous clients, helping them navigate the challenges of wealth management, retirement planning, and estate planning. Our expertise has allowed us to develop a unique approach to financial planning, which we call Wealth GPS. This proprietary process helps our clients organize, coordinate, and report on all aspects of their financial affairs, ensuring that they are on track to achieve their financial objectives.

Our Services

Our comprehensive range of services is designed to address the diverse financial needs of our clients. We offer:

• Asset Management: Our team of experienced investment professionals will work with you to develop a customized investment strategy that aligns with your financial goals, risk tolerance, and time horizon.
• Executive Compensation Plans: We help business owners and executives develop executive compensation plans that are tailored to their unique needs and goals.
• Corporate Retirement Plans: Our team will work with you to design and implement a corporate retirement plan that meets the needs of your employees and helps you attract and retain top talent.
• Strategic Partner: We partner with our clients to provide ongoing guidance and support to help them achieve their financial objectives.

In addition to our core services, we also offer a range of resources and tools to help our clients stay informed and up-to-date on personal finance, investing, and wealth management. Our blog features articles, videos, and calculators that provide valuable insights and information on a wide range of financial topics.

Our Philosophy

At Gallagher Pool Wealth Management, we believe that financial planning is about more than just investments and returns. It's about providing guidance that you can trust. Our approach is centered around our clients' goals, risk tolerance, and time horizon. We believe in 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.

Why Choose Us?

Choosing a financial advisor can be a daunting task. At Gallagher Pool Wealth Management, we believe that our unique approach, combined with our team's expertise and dedication, sets us apart from other financial advisory firms. We are committed to providing our clients with the highest level of service, guidance, and support to help them achieve their financial goals.