Carrie Gallaway - Yorkbridge Wealth
Carrie Gallaway - Yorkbridge Wealth


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Reviews (1)

  • ISO recommendations for financial advisor who understands RSU vesting & capital gains tax strategy

    I use Carrie Gallaway at Yorkbridge Wealth since before I got married. She has been very helpful in all of the transitions from marriage and pre nups to kids and 529s to homeownership. She doesn’t just recommend investments but truly seeks to understand your whole life and make sure you’ve thought of everything. She also specializes in advising women in any stage (single, married, divorced, etc). Carrie Gallaway One side note, I have found while a financial advisor understands tax implications they often tell you to check with your accountant or can work together with them