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Welcome to Gillen Wealth Management, LLC's new web site. The purpose of this site is two-fold:

  1. First, we want to deliver to our clients a “one stop shop” for real-time stock market news, important Gillen Wealth Management, LLC updates, and a convenient hub for communicating with us in today’s busy world.
  2. Second, we want to provide our clients 24 hour access to their accounts with accompanying research tools in one centralized location.

The Client Partnership

A great deal of importance is placed upon both understanding the client’s financial situation and the development of a complete strategy to assist clients’ in reaching specific life-goals.

Careful attention to the client voice throughout the financial planning process ensures thoughtful consideration and selection of asset management instruments, with a keen focus upon risk tolerance, goals, and opportunities.

Situational Needs

Uncertainties create the need for specialized services. Gillen Wealth Management, LLC works with families preparing for retirement and those who have entered retirement. Additionally, life changes such as marriage, divorce, widowhood or a job change also require specialized attention.

Gillen Wealth Management, LLC has the experience and qualifications to successfully guide clients through to safe waters. 

Client Service

Gillen Wealth Management, LLC prides itself upon a reputation of excellent client service and in-depth market knowledge. Today’s rapidly changing environment requires a disciplined investment approach.

Clients receive continual communication alongside a thorough and complete investment strategy.

Investment Instruments

Gillen Wealth Management, LLC offers a full range of investment products including stocks, corporate and municipal bonds, mutual funds, index funds, separately managed accounts, annuities, and various insurance products.

Each portfolio is customized to meet your specific needs and risk tolerance.