Founded to address the unique financial complexities faced by entrepreneurs, business owners, and their families, Gavigan & Co. operates as a fiduciary, independent Registered Investment Advisor (RIA). The firm provides a holistic approach to wealth management, integrating services such as investment management, sophisticated financial planning, tax and estate strategy, and risk management. Their mission is to act as a personal CFO for their clients, helping them to simplify their financial lives and achieve their long-term goals.

Founded in

United States