Welcome to Wealth & Wisdom 65, where our mission is to simplify finance and empower you with the knowledge and strategies you need to succeed. Our team of seasoned professionals brings years of experience and a deep understanding of the financial landscape to provide tailored solutions that meet your unique needs.
At Wealth & Wisdom 65, navigating the complexities of finance should be straightforward and approachable. Our approach combines expert advice with clear, actionable insights to help you make informed decisions and achieve your financial goals. Whether you’re planning for retirement, managing investments, or seeking long-term care solutions, we’re here to guide you every step of the way.
Founded by Philip Gallant, an industry veteran with a distinguished career in financial services, our company is built on trust, expertise, and a genuine passion for helping clients. Philip’s extensive experience includes notable roles such as Group Vice President and National Marketing Director at New York Life Insurance Company and Executive Vice President at New York Long-Term Care Brokers, Ltd. His commitment to client success led him to establish Wealth & Wisdom 65, where he continues to provide exceptional service and innovative solutions.
