Galleon Wealth Management
Resources2023-01-15T05:04:05-05:00

Investor Resources

As a multi-custodial firm, we provide unmatched resources and access to products designed to help you achieve long-term financial success.

Investor Resources

Investor Education

Explore topics

Explore topics

Retirement, Investing and Saving, Markets and the Economy, College Planning, Trust and Estate

Most recent articles

Tools

Investor and Client Tools

Investor and Client Tools

Our easy-to-use investment tools can help clarify your financial strategy and keep track of your wealth.

Insights and Opinions

Insights

Maintain your financial goals, even during fluctuating markets. We produce and publish a variety of articles, research, and videos to help you stay up-to-date with important trends in the economy and the financial markets.

Sharing ideas for a better Financial future

YouTube

Ready to Begin?

Open an account, get information, schedule an appointments, move money, or make a transfer.

Podcasts

Social Media

Newsletter

Account Management

Account Management

Use this guide to help you transfer assets into your account, download tax forms, move money from one account to another, or learn more about inheritance.

Still need some help?

Inheritance2022-12-31T05:06:46-05:00
Move Money2023-01-07T01:55:48-05:00

Get help with transferring your assets into or out of Global Advisers, or moving your money internally between accounts

Your Custodian Is…

Charles Schwab & Co., Inc.
Login to your account
follow these instructions
For support, call 1-800-435-4000

Interactive Brokers, LLC
Login to your account
follow these instructions
For support, call 1-866-694-2754, option #2

Taxes and Forms2023-01-14T04:51:22-05:00

Get answers to tax questions about dividends, tax forms, cost basis, and accessing year-end forms and more on the Global Advisers website

Your Custodian Is…

Charles Schwab & Co., Inc.
Login to your account
follow these instructions
For support, call 1-800-435-4000

Interactive Brokers, LLC
Login to your account
follow these instructions
For support, call 1-866-694-2754, option #2

Transfer Money2022-12-31T05:06:30-05:00
Go to Top