I firmly believe in always putting my clients’ best interests first, as it forms the foundation of my commitment to exceptional service. With unwavering dedication, I have embraced and vowed to uphold the following five guiding principles:

number 1

I will always put my clients’ best interests first.

number 2

I will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.

number 3

I will not mislead clients and will provide conspicuous, full, and fair disclosure of all important facts.

number 4

I will avoid conflicts of interest.

number 5

I will fully disclose and fairly manage, in my clients’ favor, any unavoidable conflicts.

Brendan Gallagher, CFP®, CRC®

Financial Advisor