About Us
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
Michelle S. Gallagher
Client Services Associate
Linda Katz
Administrative Operations Manager
Marguerite Gallagher
Wealth Manager
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.