"I have deep and broad experience providing tailored wealth management strategies to a client base that includes large family offices, high-net-worth individuals, C-suite executives and their companies."
John (Jack) Gallagher

John (Jack) Gallagher

"I have deep and broad experience providing tailored wealth management strategies to a client base that includes large family offices, high-net-worth individuals, C-suite executives and their companies."
About John (Jack) Gallagher

Welcome

Jack has been providing clients with tailored wealth management strategies for more than 25 years. His consultative-based approach emphasizes understanding his clients' financial situations and developing a plan to help meet their financial objectives. Jack strives to provide his clients with the personalized service of a boutique organization, while leveraging the global resources of J.P. Morgan, one of the largest and most respected financial firms in the world.

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Insights

Business Planning

Why cash flow forecasting and succession planning matter

April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Wealth Planning

Building tax-efficient equity exposure

April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Markets

Where will tariff rates settle? 3 scenarios explained

April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
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