Unconflicted Comprehensive Advice and Management
At Galleon, we provide professional advice and management of your investments and money in an unconflicted environment. As fiduciaries with no outside incentives, we place our client’s interests first. This helps you understand our perspective, and sets the stage for a relationship built on trust, not commissions.
We focus on tax efficiency, wealth and estate planning, personal trust services, investment management, and retirement solutions.
Galleon Wealth Management
Unconflicted Comprehensive Advice and Management
At Galleon, we provide professional advice and management of your investments and money in an unconflicted environment. As fiduciaries with no outside incentives, we place our client’s interests first. This helps you understand our perspective, and sets the stage for a relationship built on trust, not commissions.
By combining the benefits of wealth management with premier financial solutions, we focus on tax efficiency, wealth and estate planning, personal trust services, investment management, and retirement solutions.
Galleon Wealth Management
Wealth Management
Galleon Wealth Management™ offers a broad range of professional services that integrate our leading investment management capabilities with each client’s needs. We adhere to a specific yet flexible process that begins with a discovery of your goals and objectives and culminates in a written plan accompanied by ongoing, regular management.
Private Wealth Management
We provide comprehensive solutions for individuals and families of significant means. You’ll receive an exceptional level of service and the insights and resources needed to help you achieve your goals.
Investor Education Series | Enjoying your retirement, Investor Education, Podcast
January 7, 2023
Investor Education Series | Investor Education, Planning for your retirement
January 2, 2023
