Gallagher Pool Wealth Management

Gallagher Pool Wealth Management Wealth Management Services offered: Investment Management, Retirement Planning, Advanced Income Plan and Valmark Advisers, Inc

We founded Gallagher Pool Wealth Management with the shared vision of creating a first class, Private Wealth Management firm for Dayton, Ohio and the Miami Valley. Our firm is located conveniently in beautiful Centerville, Ohio, a South Dayton Suburb. We understand that asset management, retirement income planning, wealth accumulation, asset allocation, investment hedging strategies and financial

planning can be complex and overwhelming-especially in a volatile environment. Our mission is to provide confidence and clarity in your financial environment. We look forward to the future and thank you for the opportunity to serve you. Planning services offered through Valmark Advisers, Inc., An FINRA Registered Investment Adviser. Securities offered through Valmark Securities, Inc., Member FINRA, SIPC. 130 Springside Dr., Ste. 300, Akron, Ohio 44333. 800-765-5201. Gallagher Pool Wealth Management, LLC is a separate entity from Valmark Securities, Inc.

Can group and private disability policies work together?
08/31/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Your insurance needs don’t stay the same when the nest empties, but what changes?
08/28/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
08/26/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
08/24/2026

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
08/21/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.
08/19/2026

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Reasons to retain your coverage into your retirement years.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
08/17/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

This piece presents an overview of fundamental steps to consider when a loved one passes.
08/14/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
08/12/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

An ILIT could play a role in your estate strategy.
08/10/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Address

6520 Centerville Business Pkwy
Dayton, OH
45459

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19374351234

Website

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