DECADES OF VALUED SERVICE
Our roots trace back to 2004, when Mary Jo Gilligan began her financial planning practice. Since then, our firm has helped hundreds of families plan for and pursue their dreams.
With over thirty years of combined wealth management experience, our team values: integrity, continuous learning, and building meaningful relationships with our clients.
IMPROVING THE LIVES OF OUR CLIENTS
Gilligan Wealth Management was founded to measurably improve the life of each client we work with. We believe that wealth management is about more than just numbers; it's about the security, freedom, and peace of mind. We aim to provide these benefits to the families who trust us with their legacies.
SAFEGUARDING YOUR FUTURE THROUGH STRATEGIC PLANNING
Our vision extends far beyond the immediate market cycle. We believe true wealth management is a long-term endeavor that requires the appropriate lens for every decision. Our firm strives to provide the clarity and confidence necessary for families to build lasting legacies, ensuring that the foundations laid today are preserved for the years and generations still to come.
OUR DIFFERENCE
Gilligan Wealth management
GET WHAT MATTERS INTERVIEW
Align your actions with your goals through our proprietary process.
BESPOKE, TAX-AWARE WEALTH PLANS
We remain hands-on with each plan ensuring every decision aligns with your values.
STRICT FIDUCIARY DUTY
Independent and product-agnostic. Our only obligation is the fiduciary duty we owe to you.
MASS-MARKET FINANCIAL INSTITUTIONS
oNBOARDING QUESTIONNAIRES
Impersonal and lacking the depth required to understand your true vision.
COOKIE-CUTTER FINANCIAL PLANS
When your data is passed off to rotating teams, you end up being treated like a number.
PRESSURED TO USE IN-HOUSE PRODUCTS
Pressured to sell proprietary products that may not serve your best interests.