-Richard Gallos, Managing Director – Investments PIM Portfolio Manager
At Gallos Wealth Management Group of Wells Fargo Advisors, we believe that wealth management should be as personal as the goals it’s built to achieve. Your values and aspirations are at the heart of everything we do.
We are guided by three core beliefs:
Your goals shape our strategy. We take the time to understand what matters most to you and tailor our approach accordingly.
1. Client-Centered Focus
We believe in open, honest dialogue. You’ll always understand the reasoning behind our guidance and the decisions we make together.
2. Clarity Through Communication
We’re committed to building relationships, offering consistent support and strategic insight through every phase of your financial life.
3. Long-Term CollaborationWe Work With You. And For You.
From the moment you start working with us, you can expect:
Proactive recommendations to help you achieve your goals
Prompt and thoughtful follow-up to your questions or concerns
On-going dialogue to adjust your tailored strategy as needed