A refined perspective on money management
Our guiding force is to do what is best for our clients, with a focus on performance. To strive to achieve that, we offer institutional and individual investors a results-oriented approach to professional money management through a variety of investment vehicles and strategies.
By demonstrating our drive and objectivity and providing service that’s personal and responsive, we aim to build a relationship with you for the long term. We work closely with CPAs, attorneys and other professionals to ensure our planning fully aligns with your needs, with services that include investment management, asset preservation, retirement and estate planning, as well as charitable giving.
We take care of the due diligence, including in-depth research and analysis of all investments, which allows us to offer you guidance that’s proactive instead of reactive. It puts you and your goals at the center of all that we do.
Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.
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We’ll build an understanding of what’s important to you and why – and where you want to go in life. Essentially, your goals become ours, and inspire us to help you get there.
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We’ll carefully consider the knowledge we’ve gained by learning about you to design your plan, then present it to you and answer any questions you may have.
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Once we know you’re comfortable with your plan and understand how it works, we’ll implement it, select the specific investments and handle all the paperwork.
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We’ll look out for you by reviewing the progress of your plan to make sure it stays on track, and suggest any changes where needed.
Don’t let estate blunders get in the way of your wishes
Define your personal philanthropic mission
Odds and ends
Why the uptick in inflation isn't the start of a new trend
Take your business skills to the nonprofit sector
What business leaders should know about the nonprofit sector.
Leveraging a non-occupant co-borrower to buy a home
- Gallegos Wealth Management
- 27299 Riverview Center Blvd Suite 100 Bonita Springs, FL 34134
- T: 239.422.2500
- Map & Directions
- Map & Directions
- Gallegos Wealth Management
- 1415 Panther Lane Suite 539 Naples,, FL 34109
- Map & Directions
- Map & Directions
- Gallegos Wealth Management
- 18245 Paulson Drive Port Charlotte, FL 33954
- Map & Directions
- Map & Directions
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Gallegos Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
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