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  • Gallegos Wealth Management
    27299 Riverview Center Blvd Suite 100 Bonita Springs, FL 34134 T: 239.422.2500
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  • 1415 Panther Lane Suite 539 Naples,, FL 34109
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  • 18245 Paulson Drive Port Charlotte, FL 33954
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Enhanced Savings Program
3/16/2023

The Raymond James Bank Enhanced Savings Program is a strategic savings program that offers higher yields and FDIC deposit insurance than standard savings or checking accounts.

Markets & Investing
Lessons from the past, strategies for the future
7/2/2025
Time in the market is far more powerful than trying to time it.
Markets & Investing
Read
Read
The good business of saving for someone else's retirement
As a growing number of state-facilitated retirement plans are implemented across the country, offering more robust employee benefits could benefit your business’s bottom line.
Business Ownership
Is your business a solo show? Learn about owner-only 401(k) plans
How to determine if this retirement vehicle makes sense for you.
Business Ownership
Equity markets found traction in June
6/30/2025
The S&P 500 and NASDAQ closed the month with new all-time high marks.
Markets & Investing
Read
PPLI and PPVA: Vehicles for tax-efficient growth

For high-net-worth clients, private placement life insurance and private placement variable annuities marry tax advantages with investment flexibility.

Markets & Investing
Read
Offer your employees a competitive benefits package
How to reevaluate your benefits offering – and maybe even improve it.
Business Ownership
Read
The risk inverse: Why – despite what you might think – more money means more planning
You might assume that risk goes down as wealth goes up. Logically, having the means should mean less danger, more confidence, fewer worries. But risk likes to do the last thing you expect.
Family & Lifestyle
Gold has glittered amidst storming markets
What makes gold a widely considered inflation hedge for shielding wealth?
Markets & Investing
The 21st century social connection paradox
Good or bad? With social media, it’s all about how you use it.
Technology & Innovation
Global giving
A guide to tax considerations and trusted partners.
Estate & Giving

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.

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