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Galleon Wealth Management

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Investment management

Global Advisers, the global investment management organization of Galleon Wealth Management, designs, implements, and manages personalized investment portfolios and strategies for affluent investors worldwide.

Investment management2023-12-26T04:54:49-05:00

Investments

Our deep knowledge of and access to international markets equip you with valuable insights and an extensive array of investment options. We complement these offerings with unparalleled service standards.

Investments2023-12-26T04:55:10-05:00

Capital markets

Regardless of whether your needs are straightforward or complex, we provide services that cater to your specific requirements. Our range includes an extensive array of products and market-linked investments, designed to align with and support your investment objectives.

Capital markets2023-12-26T04:56:45-05:00

High net worth individuals

Our clientele encompasses a diverse group, including entrepreneurs, corporate leaders and executives, along with their heirs, families, and others.

High net worth individuals2023-12-21T08:07:52-05:00

Our People

Central to our goal of maximizing client satisfaction, our people bring individual and unique perspectives on issues that matter to wealthy individuals.

Our People2023-12-19T04:30:26-05:00

The Art of Investing

At Galleon, investing is the art of balancing risk and reward and leveraging informed decisions to secure long-term financial growth.

The Art of Investing2024-03-14T00:20:51-04:00

Symmetry in Values

Galleon Wealth Management is like no other. We take a distinctive family approach to serving our unique clients and their loved ones.

Symmetry in Values2023-12-26T06:41:24-05:00

Cross-Border Banking

Through our Global Custody Network, we can help you access and unlock potential opportunities in different regions of the world.

Cross-Border Banking2023-12-19T03:26:36-05:00

Tips to Optimize your IRA: 2023

As we enter the new year, we want to share some best practices for investors regarding their IRA. Galleon suggests the following: 1 - Contribute the maximum amount. For the 2021 and 2022 tax years, investors under age 50 can invest up to $6,000 (or the lesser of taxable compensation) in their traditional and Roth [...]

Tips to Optimize your IRA: 20232023-12-25T05:17:54-05:00

Wealth Management: Optimized for Long-Term Investing

Galleon's guide for long-term investing, which emphasizes focus and discipline, can help you achieve your investment goals. As we near the end of the year, consider how integrating more content with Galleon can help you create an enduring legacy. Why you should merge your assets with Galleon Combining your assets may seem like [...]

Wealth Management: Optimized for Long-Term Investing2023-12-25T05:21:51-05:00
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