Client Portal
MyAdvisorLink
Now Available
Securely access your accounts, view your portfolio and statements, and communicate with the URPG team.
Need Access?
If you don’t have login credentials or need assistance accessing the client portal, please contact Becky or Sean at 914‑432‑5800.
Alternative Account Access
You may also access your accounts directly through Charles Schwab Alliance. Investor360° remains available as a legacy platform for historical statements and tax documents issued before 2026. For current account information, documents, and secure access, please use Advyzon MyAdvisorLink, our primary client portal.
Meet with
Peter J. Gallagher
, ChFC®, CLU®, CASL®, AIF®, RICP®
60‑Minute Client Meeting
A longer meeting with time for deeper conversations — whether you want to review your accounts, discuss retirement planning, explore strategy updates, or talk through new questions.
30‑Minute Client Meeting
A focused meeting designed for efficient conversations, including portfolio updates, strategy questions, or quick planning topics.
Need help?
For alternative scheduling or questions, contact Becky or Sean at 914‑432‑5800.
Events
We host a range of informative and enjoyable events for our clients, their guests, and the broader community. Please contact our office for more details.
Community
For the second year in a row, Peter provided URPG sponsorship of a mentorship program for the My Brother’s Keeper chapter at Ossining High School featuring Reggie D. Ford (pictured, right), a best-selling author and leading mental wellness advocate. Fifty students attended the program, held in October 2025.
Client
Private sailboat cruises on the Hudson River never get old. Our latest cruise in October 2023 delighted many clients. We all enjoyed spectacular autumn colors and a view of the New York City skyline.
Client
A de-clutter and get organized educational event with a professional organizer.
Community
URPG’s community commitment includes supporting the Arts and we are a 2022-2023 sponsor of the Ossining Public Library Sunday Concert Series. All enjoyed The James Austin Trio in February.
Client
Chinese Banquet Charity Dinner
Client
Enjoying a sunset on the Hudson River aboard a 54 foot sloop during a private sail boat tour.
Client
Peter invited 14 clients to his home to enjoy a healthy harvest meal prepared by a local chef. Author of the “Clean Eating for Two” cookbook, Chef Mary Opfer shared nutritional information to remember at every meal.
Client
We were delighted to hold three separate house parties and welcome our clients for dinner, conversation, and even dancing.
Client
Chef Moy demonstrating knife skills during a cooking class.
Community
Doing our part on Earth Day