LegacyCoast Private Wealth Joins LPL Strategic Wealth
Key Highlights
- ➤LegacyCoast Private Wealth launches through LPL Strategic Wealth, joining from UBS
- ➤LegacyCoast team reports approximately $480 million in assets
- ➤Brett Mower and Timothy Gallagher serve clients from Haddonfield, N.J.
- ➤LPL supports more than 32,000 advisors and approximately $2.6 trillion in assets
Expert Statements
Brett Mower, Financial advisor at LegacyCoast Private Wealth
“We believe great financial management begins with understanding the person, not just the portfolio”
Brett Mower, Financial advisor at LegacyCoast Private Wealth
“Our clients know we will be there when they need us and that we genuinely care about them and their families. We listen first, provide clear and straightforward advice, and go above and beyond to help clients feel confident about their financial futures. That experience is why many clients introduce their friends and family to us.”
Timothy Gallagher, Financial advisor at LegacyCoast Private Wealth
“Independence was always in the back of our minds, and we reached a point where we knew it was time to take control and build something of our own”
Timothy Gallagher, Financial advisor at LegacyCoast Private Wealth
“Our clients’ needs are becoming increasingly sophisticated, particularly in areas such as tax strategy and technology. We wanted a partner that could help us stay in front of those changes, grow our team, and create an experience that is even more personal and responsive. LPL gives us the scale and resources of a major firm while providing the flexibility to build our own culture and serve clients our way.”
Ken Hullings, Head of advisor recruiting and executive vice president of business development at LPL Financial
“We welcome Brett, Tim and the LegacyCoast Private Wealth team to LPL Strategic Wealth”
Ken Hullings, Head of advisor recruiting and executive vice president of business development at LPL Financial
“They have built strong client relationships by listening closely, providing candid guidance and being there when clients need them most. Their decision to launch an independent firm reflects a clear vision for the future: to create a highly personalized practice that combines genuine care with sophisticated wealth management capabilities. We are proud to support their entrepreneurial vision with the technology, resources and dedicated business support they need to grow and evolve alongside their clients.”
SAN DIEGO, Nov. 12, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Brett Mower and Timothy Gallagher have launched a new independent practice, LegacyCoast Private Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth. The team reported serving approximately $480 million in assets* and joins LPL from UBS.
Based in Haddonfield, N.J., Mower and Gallagher serve individuals and families, including physicians, attorneys, entrepreneurs, small business owners and multigenerational families. Mower entered the financial industry in 1995, working in investment banking and international institutional sales before transitioning to private wealth management in 2003. Gallagher brings 16 years of industry experience and more than 25 years of financial experience to the firm.
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