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We start with your LIFE and PLAN around it

Helping you build a financial foundation for the future.

Gallagher Finkenaur Wealth Management Group of Wells Fargo Advisors believes that wealth planning should reflect a client’s goals beyond just their finances. We are extremely proud of our client-centric culture, which has been part of our make-up since the beginning.  We encourage you to read more about our team and learn how our LifeFit Planning Process helps to create a wealth plan that is specifically tailored to your needs, aspirations and future goals.

LifeFit Planning

Learn about our LifeFit Planning Process.

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Collaborative Viewpoints 

With a big picture view, Gallagher Finkenaur Wealth Management Group of Wells Fargo Advisors works together to build a professional team around your total financial picture. Clients leverage the disciplined structure we have created, a strong foundation that combines the team’s experience with our skilled network of related professionals. We work as a combined unit – contributing multiple viewpoints – to integrate all aspects of your financial life.

*Services offered through outside resources or affiliates

**Services offered through third party professionals

Learn more about our comprehensive services. 

 

Community Commitment

The strength of each community is tied to the efforts of everyone living in it. Through a combination of volunteer activities, board leadership, and community support, our team is proud to support:

  • Benton Community Foundation

  • Boys and Girls Club

  • Corvallis Rotary

  • Corvallis Neighborhood Housing

  • Rotary Club of Corvallis After 5

  • Corvallis Half Marathon

  • Good Samaritan Regional Medical Center

  • Good Samaritan Hospital Foundation

  • Benton County Historical Society

  • Crescent Valley High School - Golf Team


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Learn more about our LifeFit Process. Let’s talk.