Gallagher Pool Wealth Management

Gallagher Pool Wealth Management Wealth Management Services offered: Investment Management, Retirement Planning, Advanced Income Plan and Valmark Advisers, Inc

We founded Gallagher Pool Wealth Management with the shared vision of creating a first class, Private Wealth Management firm for Dayton, Ohio and the Miami Valley. Our firm is located conveniently in beautiful Centerville, Ohio, a South Dayton Suburb. We understand that asset management, retirement income planning, wealth accumulation, asset allocation, investment hedging strategies and financial

planning can be complex and overwhelming-especially in a volatile environment. Our mission is to provide confidence and clarity in your financial environment. We look forward to the future and thank you for the opportunity to serve you. Planning services offered through Valmark Advisers, Inc., An FINRA Registered Investment Adviser. Securities offered through Valmark Securities, Inc., Member FINRA, SIPC. 130 Springside Dr., Ste. 300, Akron, Ohio 44333. 800-765-5201. Gallagher Pool Wealth Management, LLC is a separate entity from Valmark Securities, Inc.

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
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Learn all about Medicare basics in this informative and insightful article.

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How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

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There are four basic steps to calculating the value of an estate.

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There are ways to protect your business in the event of your death or the death of a partner.

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Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

This article deals with how one might deal with a burdensome inheritance.

Want to test your life insurance knowledge? Take our quiz and find out where you rank.
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Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Find out whether you are insurable before implementing a strategy using life insurance.
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Find out whether you are insurable before implementing a strategy using life insurance.

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Address

6520 Centerville Business Pkwy
Dayton, OH
45459

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19374351234

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