The best returns are more than financial


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 Advisors - 2020, 2021, 2022, 2023
  • Forbes Best-In-State Top Wealth Advisor - 2019, 2020, 2021, 2022, 2023
  • AdvisorHub Advisor to Watch - 2023

Global Insight Monthly

Global Insight Monthly NovemberWill AI generate long-term equity performance?

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

Read GI 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.

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. 


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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