For over thirty years, I have committed my professional life to one mission: helping families design and implement simple and integrated approaches for achieving their financial dreams.  The result of that work together is impactful for future generations.

What I’ve witnessed over the years is that for the process to be successful, it takes a collaborative effort, belief and sometimes courage.  I view my role as a behavior coach, as well as an accountability partner.  The goal is to help manage emotions while educating and assisting clients to make sound and intelligent long-term financial decisions.


Fee-Based Financial Planning

As a fee-based financial planner, I am compensated for the time and expertise put into designing and creating your personal financial plan. Under this fee structure, I have a responsibility to ensure your interests and goals are always put first.


Today’s Retirement Planning: Getting To and Through Retirement

Watch this short video to learn why strategies you use to get you to retirement are not the same strategies you’ll need to make sure your money lasts through retirement.

Edward M Gallagher III, CFP®, CLTC®, RICP®

Wealth Management Advisor

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

See Your Complete Financial Picture

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck