Fully Optimized Banking and Lending
In today’s busy world, it makes sense to conduct your banking and investing all in one place. We work to help you build a strategy not only for investing, but for banking, saving, and other types of regular financial transactions. No matter which custodian you select, you can enjoy online management of your money, including ACH or bank wires and transfers, mobile deposits, and bill pay.
We focus on tax efficiency, wealth and estate planning, personal trust services, investment management, and retirement solutions.
Galleon Wealth Management
Fully Optimized Banking and Lending
In today’s busy world, it makes sense to conduct your banking and investing all in one place. We work to help you build a strategy not only for investing, but for banking, saving, and other types of regular financial transactions. No matter which custodian you select, you can enjoy online management of your money, including ACH or bank wires and transfers, mobile deposits, and bill pay.
Our advisory services do not end with your investments. When you need some guidance on best practices for managing other assets such as cash, checking, or bill pay services, we can help with the decision-making process.
Galleon Wealth Management
High-Yield Checking and Savings
Linking your investment account to your bank account makes sense. It allows you to move money safely and quickly online through a secure platform. Checking accounts includes no fees and no minimum balance requirements. Savings accounts are FDIC-insured for up to $250,000.
Home Lending
Whether you’re purchasing a home, refinancing your mortgage, or taking advantage of your home’s equity for the first time, there’s a mortgage solution that is right for you. Home lending solutions provide complete service, total convenience, and the value of working with leading mortgage banks.
Certificates of Deposit
We support two different types of CDs: bank or brokerage. Bank CDs are bank deposits that pay a stated amount of interest for a specified period of time and promise to return your money on a specific date. They are federally insured and issued by banks and savings-and-loans institutions. Brokerage CDs are not FDIC insured and are subject to the credit risk of the issuing bank but usually offer higher yields.
Debit Card
Borrow on demand at rates lower than credit cards, personal loans, or home equity lines of credit. Connect with the mobile app to all of your qualified investment accounts, and use it with Google Pay, Apple Pay, or Samsung Pay. No monthly fees or late fees.
Investor Education Series | Enjoying your retirement, Investor Education, Podcast
January 7, 2023
Investor Education Series | Investor Education, Planning for your retirement
January 2, 2023
