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Your Firm. Your Advisor. Your Services. Your Approach.

Welcome Message from Lynn Anne Gillen,

Founder of  Gillen Wealth Management

I am an independent advisor who is passionate about helping hard-working families pursue the retirement of their dreams.  I also assist women in transition take control of their financial future. Delivering exceptional wealth management services by establishing client partnerships built upon trust, understanding, and skilled financial planning is my priority.

A well-crafted financial plan and disciplined investment strategy provide a sense of security in today’s rapidly changing environment.  Clients can focus on what they love rather than the daily movements of the stock market.

Contact me today to see how my highly personal, professional advice can help you and your family plan for the future.

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Helpful Content

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Pullbacks, Corrections, and Bear Markets

Pullbacks, Corrections, and Bear Markets

Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.