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Home
Financial Planning
Retirement Planning
Cash Flow Planning
What If Scenario Analysis
Tax Coordination
Personal Risk Management
Estate Coordination
Philanthropy
Investment Management
Investment Management
Philosophy
Planning-Based Portfolios
Active Asset Allocation
Portfolio Risk Management
Location Optimization
Tax-Smart Investing
Socially Responsible Investing
Case Studies
About Us
Our Story
Our Team
Publications
Contact Us
Client Access
Charles Schwab Accounts
Personal Financial Website
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Michael Gallagher
Michael GallagherVice President & Financial Advisor
John Pecaut
John Pecaut COO & CCO
Dan Pecaut
Dan Pecaut Chairman & CFO
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