The best returns are more than financial


Welcome

Our goal is to make a difference in our clients' financial well-being.  We utilize a long-term disciplined investment approach.  This approach helps our clients meet their financial objectives.  We match our clients' desire for superior returns with their tolerance for risk. 

We have over 80 years of combined experience in the investment business. Our team offers the highest level of service to our clients.  Our approach is accessible, cooperative and responsive.  We are committed to building relationships with our clients in order to help them achieve their financial goals.


Proud to work with nationally recognized teammates

At The Gall Hale Team, we are incredibly proud that Financial Advisors Chuck Gall and Kelly Hale are recipients of the following prestigious awards. It’s an honor to have teammates nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Chuck and Kelly!

Chuck Gall
  • Forbes Best-In-State Top Wealth Advisor - 2020, 2021, 2022, 2023
  • AdvisorHub Advisor to Watch - 2023
Kelly Hale
  • Forbes Top Women Wealth Advisor Best-in-State - 2020, 2021, 2022, 2023, 2024
  • Forbes Best-In-State Top Wealth Advisor - 2020, 2021, 2022, 2023
  • AdvisorHub Advisor to Watch - 2023

The Gall Hale Team was also named a Forbes Best-In-State Wealth Management Team in 2024.

Global Insight Monthly

Global Insight Cover Image - Feb 2024Four for 2024: Key things to know about U.S. Elections

Read the Global Insight Monthly »

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation, please contact us.

Chuck

Chuck Gall

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

Kelly

Kelly Hale

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

Jen Pacific

Investment Associate

Hayden Hall

Registered Client Associate

Pleased to serve you in two locations

At The Gall Hale Team, we are proud to have advisors serving clients out of the Portland and Lake Oswego communities. We invite you to contact us to set up a meeting in one of our convenient locations. 

Portland

Chuck Gall and Kelly Hale
805 SW Broadway, Suite 1800
Portland, OR 98205
Contact us

Lake Oswego

Chuck Gall
4949 Meadows Road, Suite 250
Lake Oswego, OR 98035
Contact Chuck

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