Gallagher Wealth Management
At our firm, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. Our advisors want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and helping to preserve wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. Advisory services offered through Capital Analysts, or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, and Member FINRA/SIPC, Gallagher Wealth Management, and the above firms are independent and non-affiliated.
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
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Brandon Hsia
Partner · General Business & Management
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James Horris
Financial Advisor · Finance & Accounting
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- 1financial advisor
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- 1president & senior wealth advisor
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