Skip to content
Gallegos Wealth Management logoGallegos Wealth Management logo
Make an appointment
  • Home
  • About Us
    • About Us
    • Mari L. Gallegos
    • Wesley R. Gallegos
    • Adrienne Sadegi
    • What Makes Us Different
    • About Raymond James
  • Our Clients
    • Our Clients
    • Business Owners
    • Families and Individuals
    • Retirees
    • Pre-Retirees
  • Our Difference
    • Our Difference
    • Investment Management
    • Our Process
    • Corporate Retirement Plan Consulting
    • Financial Planning
    • Investment Strategies
    • Retirement Planning
    • Risk Management
  • Contact Us
    • Contact Us
    • Second Opinion
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Gallegos Wealth Management
    27299 Riverview Center Blvd Suite 100 Bonita Springs, FL 34134 T: 239.422.2500
    Map and Directions Map and Directions
  • 1415 Panther Lane Suite 539 Naples,, FL 34109
    Map and Directions Map and Directions
  • 18245 Paulson Drive Port Charlotte, FL 33954
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
  • Topic
    • Education
  • Media
    • Article
How investments are taxed
You’ve built a nest egg, watched your investments grow, and now you’re...
Family & Lifestyle
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its initials...
Markets & Investing
Read
Read
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that seamles...
Markets & Investing
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that seamles...
Markets & Investing
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its initials...
Markets & Investing
Read
What to do after the loss of a loved one
Losing a loved one can be overwhelming and emotionally draining. And i...
Family & Lifestyle
Read
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed to he...
Estate & Giving
Read
Five essential estate planning documents
Estate planning is about crafting a legacy that reflects your values a...
Estate & Giving
Investing: getting started
Investing is an exciting prospect. It’s the opportunity to grow your h...
Markets & Investing
Financial planning: the big picture
Throughout your lifetime, you’ll reach key milestones such as buying a...
Retirement & Longevity
Building an emergency fund
A financial setback can be devastating. But building an emergency fund...
Retirement & Longevity

what can we do for you?

Say hello
Gallegos Wealth Management logoGallegos Wealth Management logo
  • Gallegos Wealth Management
  • 27299 Riverview Center Blvd Suite 100 Bonita Springs, FL 34134
  • T: 239.422.2500
  • Map & Directions
  • Map & Directions
  • 1415 Panther Lane Suite 539 Naples,, FL 34109
  • Map & Directions
  • Map & Directions
  • 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.

© 2022 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use