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About Us

Who We Are

Who We Are

Through our thoughtful and disciplined process developed over the last 40 years, the Double Black Diamond Process, we strive to put all the pieces of the financial puzzle together as your life unfolds and your needs evolve. This allows you to focus on Family, a Work Optional Lifestyle, and Recreational Aspirations. 


What We Believe
Makes US Different?

We get this question often, and we do not want to oversimplify anything, but it comes down to our people, practice, and process. Our people have incredible experience, but they also have the qualities, skills, and intentions that you would expect from somebody when there is a lifelong and multi-generational relationships at play. We just do not stop there; our practice is rooted in standard operating procedures and practice management that seeks to create a consistent client experience.

Our Process
Is One Of A Kind

Our Double Black Diamond Process has been developed and refined over 40 years to put the various pieces of the puzzle together while engaging with your strategic partners to make sure everything is cohesive. So, you will always have the complete picture, it comes down to our people, our practice, and our process.

Meet The Team

We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

David M. Gallagher

Founder & CEO | Wealth Manager

david.gallagher@lpl.com

David a native of Albuquerque, NM, attended Albuquerque Academy and continued his higher education graduating from the University of Arizona with a Bachelor of Science in Biology. David began his career as a financial professional in...
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Michelle S. Gallagher

Client Services Associate

michelle.gallagher@lpl.com

Michelle first began working in the financial industry over 40 years ago. During that time, she earned a master’s degree in speech-language pathology from the University of New Mexico, raised two wonderful daughters, and walked dogs...
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Linda Katz

Administrative Operations Manager

704-248-0889

Admin5.dgallagher@lpl.com

Linda has a Bachelor of Arts degree in Math from Lafayette College and over 30 years of experience as a manager in the financial industry, having worked with employers such as Archway Wealth Management, Prudential Financial, and...
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Marguerite Gallagher

Wealth Manager

marguerite.e.gallagh@lpl.com

Maggie’s passion for helping others developed naturally as she watched her father, David, build Gallagher Wealth Management. Inspired by his dedication to top-tier service, she joined the firm in 2017, committed to exceeding client...
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Contact UsWe Want to
Hear
From You

Whether you have a question, a request, or a puzzle piece that just won't fit, we are here to help.

Please fill out this form with your contact details and any relevant information, and a member of our team will reach out to you as soon as possible. We appreciate your time and look forward to connecting with you.

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