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.

A few strategies that may help you maximize your Social Security income.
07/17/2026

A few strategies that may help you maximize your Social Security income.

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Test your estate strategy knowledge with this short quiz.
07/15/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn mo...
07/13/2026

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea ...
07/10/2026

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea how much they are spending on their services, in many cases underestimating the amounts by upwards of \$100 per month.

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
07/08/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

How many credit cards do you have?
07/06/2026

How many credit cards do you have?

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, m...
07/03/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this v...
07/01/2026

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

Learn about what risk tolerance really means in this helpful and insightful video.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
06/29/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Do your kids have the right stuff for college?
06/26/2026

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

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

Website

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