Strengthening your financial securitySM


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 2020 Outlook

We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 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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Latest Insights

Global Insight Weekly - eyeglasses on table

Fixed income strategy: Vision will be anything but 20/20 in 2020

Nov 22, 2019 | Thomas Garretson, CFA

2019’s robust portfolio performance is unlikely to be repeated in 2020. We look at fixed income portfolio positioning amid a blurry outlook for 2020.

Read more

Latest Insights

businesswoman in grey suit looking concerned at computer screen

Adapting investment strategy to the negative yield environment

Nov 22, 2019 | RBC Wealth Management

The world’s cache of government bonds trading at negative yields has soared. How did this come about and how will it distort financial markets?

Read more