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"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

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Business Planning

Navigating uncertainty: A path for business owners

February 23, 2026With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Family Legacy

Driving value: Lending strategies for auto collectors

February 23, 2026Financing for iconic automobiles can turn your passion into a powerful financial tool. Read more about lending strategies and how you can leverage them for success.Read Now
Wealth Planning

What are the tax changes for 2026?

February 23, 2026There are many tax code changes on the horizon that are the result of the One Big Beautiful Bill Act. Become familiar with what they are as you optimize your 2026 financial plan.Read Now
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