Matthew Egan

Background

About Matthew Egan

Egan, Gallinger & Associates is comprised of experienced wealth management professionals who work to preserve clients’ assets by delivering what they call “real-world strategies – based on realistic perspectives, straightforward guidance and ongoing monitoring of marketplace risk.” Matt and Eric customize clients’ tax-managed and risk-managed portfolios through tactical allocation that translates into total portfolio performance. With many clients retired or planning for it, wealth preservation and distribution strategies are developed with the goal of consistent total-return and income that can keep pace with inflation. As Matt explains, “We’ve been at this a while. We have seen many investment cycles – ‘tech’ bubbles, oil spikes, mispriced bond markets, dollar scares. We monitor for excessive risk and opportunities and ‘tweak portfolios at the margins’ – to adjust for risk signals and preserve the principal. We strongly advise against undue risk. We never want the client to have to make the same money twice.” As a fan of military strategy and avid chess player, Matt explains his philosophy of mitigating risk and investment strategy. “I see many similarities between the investment world and military tactics. Both employ tools, tactics, and strategy to improve the probability of achieving success." Our goal is for each client portfolio to weather any attack and still win.” Egan and Gallinger Associates devotes considerable time to understanding clients’ aspirations for their finances and families. “We like to work with both spouses, to help assess the true level of risk they’re willing to take. We listen to what clients say about their children. When clients are open with us, we can account for their goals, values, lives and loved ones,” points out Eric. We are determined to do only what’s best for each client. CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.