Financial Planning

At W Financial you are family.

We take the time to understand your unique circumstances and goals. We listen to your concerns and gather the necessary information to develop a comprehensive financial plan that may address multiple goals.

Once the plan has been mutually agreed upon, we will help you through the implementation process. We have adopted a fee based approach to eliminate the conflicts of interest usually found in the financial services industry.

We are aware of the ever changing political, economic and investment environments. We stay current on changes that can impact the safety and growth of your financial circumstances so that you don’t have to. Through our comprehensive data aggregation software, WealthVisionSM, we can track all of your assets in real time, update retirement projections and provide a safe harbor for all your crucial financial and legal documents which you may access anywhere you have an internet connection.

Discover Wealth Vision Here

Financial Planning is offered through Gallacher Capital Management, a registered investment advisor.