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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.
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, www.lincolninvestment.com. Gallagher Wealth Management, and the above firms are independent and non-affiliated.
General information
Firm type
RIA
Frequently asked questions
Is Gallagher Wealth Management a single-family office or a multi-family office?
Gallagher Wealth Management operates as a registered investment advisor (RIA) under Arthur J. Gallagher & Co., a publicly traded insurance broker. It serves multiple high-net-worth families and individuals, making it a multi-client wealth manager rather than a single-family office. It does not manage a single concentrated fortune.
What investment strategies does Gallagher Wealth Management use?
The firm focuses on asset allocation across equities, fixed income, and alternatives, with a strong emphasis on tax-efficient strategies and insurance-linked products like annuities. It does not run a proprietary fund or direct investment into private companies; instead, it selects third-party funds and separate account strategies for its clients.
How does Gallagher Wealth Management relate to Arthur J. Gallagher & Co.?
It is a wholly owned division of Arthur J. Gallagher & Co., a publicly traded insurance brokerage and risk management firm. The wealth management unit leverages the parent's client relationships to offer financial planning and investment services alongside Gallagher's insurance products.
Does Gallagher Wealth Management disclose its assets under management (AUM)?
No. The firm does not publicly report AUM separately from the parent company's overall financials. Arthur J. Gallagher & Co. reports total revenue and segment results, but wealth management figures are not broken out.
Who leads investment decisions at Gallagher Wealth Management?
The names of specific portfolio managers or CIOs for Gallagher Wealth Management are not publicly available. The division operates under the leadership of Arthur J. Gallagher & Co. executive management, led by CEO J. Patrick Gallagher Jr., but investment decisions are handled by internal advisors whose identities are not publicly disclosed.
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