Helping people and institutions manage significant levels of wealth is profoundly personal and exceedingly important.

Galleon Wealth Management is built on trust, respect, and a deep understanding of your financial goals. We form lifelong partnerships with our clients so they can appreciate financial growth, security, and the privacy they deserve.

wealth management

At Galleon, You Become Part Of A Long-Term Relationship Built On Trust.

Galleon Wealth Management

Products

View our investing, banking, and wealth management products

Technology

Discover our modern portfolio management technologies

Reporting

Explore tax, research, client, and other reporting

Helping people and institutions manage significant levels of wealth is profoundly personal and exceedingly important.

Galleon is built on trust, respect, and a deep understanding of your financial goals. We form lifelong partnerships with our clients so they can appreciate financial growth, security, and the privacy they deserve.

galleon wealth management

At Galleon, You Become Part Of A Long-Term Relationship Built On Trust.

Galleon Wealth Management

Products

View our investing, banking, and wealth management products

Technology

Discover our modern portfolio management technologies

Reporting

Explore tax, research, client, and other reporting

Wealth Management Services

Our basic wealth management services are far from basic. They include comprehensive portfolio management and investment advice, no-fee financial planning, and Signatureâ„¢ cash management solutions, which include banking, high-yield checking and savings, home loans, and business lending.

Wealth Management Services

Our basic wealth management services are far from basic. They include comprehensive portfolio management and investment advice, no-fee financial planning, and Signatureâ„¢ cash management solutions, which include banking, high-yield checking and savings, home loans, and business lending.

wealth management

No outside incentives. Always placing your interests first. Exactly what you expect from a fiduciary.

financial planning

Whether you’re in the process of building your wealth, or ready for retirement, all of our plans begin with a conversation.

cash management

High-yield checking, savings, CDs, bill pay, home loans, and debit Mastercard© help you manage and save your money.

Premium Services

For clients with specific investing, planning, tax, and giving needs, we support their goals and objectives through exhaustive solutions for sustainable investing, trust and estate planning, managed philanthropy, private banking, alternative investments, customized insurance solutions, and dedicated family office services.

Premium Services

For clients with specific investing, planning, tax, and giving needs, we support their goals and objectives through exhaustive solutions for sustainable investing, trust and estate planning, managed philanthropy, private banking, alternative investments, customized insurance solutions, and dedicated family office services.

Money Briefings

MoneyBriefings provides quick and actionable information that can improve your financial health. We publish the MoneyBriefings.com Podcast, which provides in-depth analysis of issues affecting your money, savings, and investing.