"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

Markets

5 things working in markets today

June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Investing

Paying with debt: How to leverage your investments

June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Real Estate

Thinking about buying another home? Here’s what to consider

June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
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