Trusted advice & exceptional service

Who are we?

We believe in creating investment strategies unique to you - in providing wealth security and exceptional service through commitment, integrity, and a combined 34 years of professional experience. We measure our success by your financial peace of mind.

WinCo retirement planning

Over years of working with WinCo employees and retirees, we've become very familiar with the ESOP and LLC stock plans for the company. We fully understand the rules that govern the plans, and can assist employees and hopeful retirees in answering the following questions:

  1. How does the ESOP work?
  2. How can I diversify / withdrawal my ESOP shares?
  3. How can I retire from Winco?
  4. What kind of lifestyle can I have for my retirement?

We are not affiliated, recommended or employeed by WinCo Foods, Inc.

Global Insight 2019 Outlook

While it’s late in the game, the economic expansion should have stamina. A constructive—yet vigilant—approach to financial markets is warranted. Read the full analysis in our 2019 Outlook.

Creating a lasting legacy

It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of financial services for individuals, families, institutions and their assets.

Meet our team

Learn more about The Gallagher Childers Wealth Management Group.


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