Wesley R Gallegos - Gallegos Wealth Management

History

In 2022, Gallegos Wealth Management chose to partner with Raymond James. While Raymond James has the resources to match even the largest firms' capabilities, our focus is on building close-knit individual relationships based on trust and integrity. The firm's culture of independence allows us to work closely with you to create custom strategies to your short- and long-term financial challenges. Raymond James focuses on doing what's right for its clients, associates and communities. And as you'll find in the firm's Corporate Responsibility Report, this commitment drives our mission to build a more sustainable future for all through environmental, social and governance best practices. We're honored to partner with a firm whose founding principles of client first, conservatism, independence and integrity remain refreshingly at the forefront, and especially appreciate the priority placed on supporting our relationships with our clients.

Specialties

During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Gallegos Wealth Management is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.