Charles W. Gallagher
Partner
Charles W. Gallagher graduated with honors from West Virginia University. He holds a BS in business administration. He has more than 29 years of wealth management experience, with extensive experience in comprehensive wealth planning, investment management, and estate and charitable planning strategies.
Charles previously served as vice president/officer with JP Morgan Private Wealth Management in Atlanta. He opened the Private Wealth Management group in January 2006 and was responsible for the division operations as a top-10 growth office in 2009 for JP Morgan. Prior to joining JP Morgan, Charles served as regional director of investments for Lincoln Financial Advisors from 1997 to 2006. His primary responsibilities included development of the overall investment strategy and oversight of the research and portfolio management. During this tenure, he served on the Wealth Advisory, Investment Manager Selection, and Compliance committees.
Charles has been honored with a recognition by Atlanta magazine for his selection as a FIVE STAR Wealth Manager In Atlanta* from 2013 through 2022. Charles has also been quoted in publications such as Catalyst magazine. Charles is AAMS certified.
2013 - 2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented 9/2022 based on data gathered within 12 months preceding the issue date. 3,285 advisors were considered, 263 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
Charles holds FINRA Series 7, 24, 63, and 66 securities and registrations through Commonwealth Financial Network®.
Accredited Asset Management SpecialistSM
Richard S. Grund Jr., MBA
Partner
Richard S. Grund Jr. graduated from the University of Miami with a BBA specializing in international finance and marketing in 1991 and received his MBA from the University of Miami in 1996, specializing in finance. Throughout his 29-year investment career, Richard has focused on the design and management of risk-controlled portfolio strategies. He designs client portfolios to help:
- Minimize the odds of suffering an irreversible loss.
- Maximize the chances of achieving sustainable/consistent gains.
- Control self-defeating human behavior that keeps most clients from reaching their goal (stay on track).
At Lincoln Financial Advisors, Richard’s responsibilities focused on investment analysis, research, and portfolio management. He was a Regional Director of Investments for LFA and a member of the Lincoln Financial Advisor National Manager Selection Committee. As part of Richard’s duties in 1998, he started a Private Client Investment Services Division to handle high-net-worth clients for LFA advisors and with a reorganization of Lincoln Financial Advisors in 2003 created Grund Day Advisors from that division. A boutique private wealth management firm that separates itself from other firms by the personal relationships it develops with clients, Family Wealth Partners is the union of two entities that have been working together for over two decades, Irwin Gross and Associates and Grund Day Advisors.
2021-2022 Forbes Best In State Wealth Advisors, created by SHOOK Research. The 2022 award was presented in April 2022 based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, approximately 6,500 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more information.
Irwin Gross
Partner
Irwin graduated with a finance degree from the University of Miami. He has authored numerous financial articles and book chapters and has been a speaker at various events. Registered in securities and holding licenses for life, health, commodities, property casualty, and annuities, he advises on many of today’s financial concerns for individuals and business owners alike, including qualified plans, employee benefits, and property casualty.
More advantageous than his credentials is the experienced acquired over 42 years in the financial and business field. Irwin brings the knowledge and wisdom he's gained to the consulting platform, allowing for an in-depth discussion that uncovers potential opportunities and exposes hidden gaps. His understanding of family, as correlated to the intricacies of wealth, and his business background provides uniqueness as an advisor that adds value to his clients.
Irwin Gross is a Registered Representative and an Investment Advisor Representative with/and offers securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser.