"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

Business succession planning: Building an effective team

June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
Wealth Planning

What is a living trust?

June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
Markets

The next chapter: Diving deeper into the tariff saga

May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
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