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.


Will political turbulence roil equities?

As Washington grapples with the possible impeachment of President Trump, we look at the potential implications for equity investments. Market performance during past presidential scandals, and the views of institutional investors, suggest economic fundamentals will likely outweigh political drama. Read the full economic outlook in the latest edition of Global Insight.

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.


 

Bulletin Board

Latest Insights

U.S. equity rally: Is this the start of something bigger?

Nov 08, 2019 | Kelly Bogdanova

Is this a fleeting acceleration, or do equities have the right stuff to see them through any potential choppiness and facilitate a further advance?

Read more

Latest Insights

cloudy skies loom over the presidents private balcony at white house

Impeachment and investments: Will political turbulence roil the equity market?

Nov 04, 2019 | Kelly Bogdanova

We look at the potential implications of impeachment for equities, based on past market performance and the views of institutional investors.

Read more