Gosnell Galbraith Wealth Management

Gosnell Galbraith Wealth Management

Committed to understanding your needs and helping you achieve your vision of success

Learn More

What We Offer

To help you meet your goals, we take a comprehensive approach that extends beyond investing. We offer you relevant, customized wealth advice only after fully understanding you. As your needs change and evolve over time, we will tailor our services and solutions accordingly.

Whether you are building your career or business, or shifting into retirement, we believe that our disciplined risk-focused planning approach will help make you more confident in your decisions, and more focused on your future.
Uncover Our Approach

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.
Tabs Menu: to navigate this menu, press tab and use the left & right arrow keys to change tabs. Press tab to go into the content. Shift-tab to return to the tabs.

Our Clients

Professionals

- Successful executives looking to enhance and help grow their wealth
- Professionals who need a trusted advisor to help with their personal assets and practice
- Business owners with personal and business assets that need to be managed tax efficiently

Families

- Pre-retirees who needs assistance building a retirement plan
- Retirees requiring innovative strategies to potentially help maximize their after-tax retirement income while protecting their financial security
- Well-established families seeking professional guidance in transferring wealth to the next generation in a tax-efficient manner

Trending Articles

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

Article

Estate planning misconceptions: Why a Will may not be enough

Estate planning is often thought of as simply having a Will in place for the end of life. But Mindi Banach, Tax and Estate Planner at TD Wealth, says an estate plan can do much more: it can help create a plan for your loved ones and clarify the legacy you want to leave behind. She also shared what to consider when getting started.

Article

Article

Cottage succession: How to pass on a legacy and not potential complications

A cottage can be a meaningful legacy, but passing it on raises key questions around ownership and logistics. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth says early conversations on taxes, usage and shared responsibilities are important along with understanding fair market value, adjusted cost base and family intentions.

Article

Article

Health-care costs?

You planned for retirement. Did you also plan for health-care costs? Some health-care expenses may not be covered in retirement. Here’s how to think about those costs before they affect your plan.

Article