Wealth Management

At Galecki, Wealth Management is the process of determining where you are, where you’re going, and how best to get there. 

We customize a financial plan to fit your personal situation, goals and objectives. We begin our relationship with reviewing the various aspects of your financial life, which includes retirement planning, risk management and insurance needs, estate planning, tax planning, education planning, and any other items that impact your plan. As the picture comes into focus, we plot out the most effective and efficient use of your economic resources to ensure you are on track to meet your goals.

We continue to monitor, review, and adjust your plan as life changes and goals shift.

We manage your portfolio using a diversified model approach. Our diversified portfolios use no-load mutual funds and ETFs. These funds do not have sales charges or surrender charges and do not pay commissions. As a Fee-Only financial advisory firm, our compensation is not based on generating a commission – meaning you can always count on our objectivity. 

Our investment strategy is long-term in nature and encompasses your entire financial situation. We adhere to a disciplined course of investing. Our investment committee evaluates, selects and monitors investments for your managed portfolio.