Wealth Management Services

 

 

Significant wealth may offer tremendous challenges. A plan of action is vital to ensuring wealth is preserved and maximized for current and future generations. We meet your wealth management needs by providing you with sound, objective financial advice and guidance, proactive asset management, detailed tax planning, a comprehensive insurance review, estate planning analysis and charitable planning.

Ongoing communication between Gallo and Russell and our valued clients is the key to our success. Superior customer service and regular account reviews are what our clients appreciate and expect. We enhance our ability to provide this personalized service by limiting the number of relationships we maintain.

We are experts in comprehensive financial planning. Legal professionals, tax specialists and charitable consultants may add value to a personal overall wealth strategy. We will work as part of a team to ensure that your wealth strategy is maintained. Contact our office for an informational meeting to see if our philosophy in managing wealth matches yours.