(function(i,s,o,g,r,a,m){i['GoogleAnalyticsObject']=r;i[r]=i[r]||function(){ (i[r].q=i[r].q||[]).push(arguments)},i[r].l=1*new Date();a=s.createElement(o), m=s.getElementsByTagName(o)[0];a.async=1;a.data-privacy-src=g;m.parentNode.insertBefore(a,m) })(window,document,'script','https://www.google-analytics.com/analytics.js','ga'); ga('create', 'UA-145070076-1', 'auto'); ga('send', 'pageview');
Galleon Wealth Management

IRA Tax Optimization

Recently, many of my clients have come to me with questions about converting to a Roth IRA. Moving money from a traditional IRA to a Roth IRA (often referred to as the “pay taxes now or later” debate) presents some complications. It's also irreversible, so it's understandable that many investors struggle to make the [...]

IRA Tax Optimization2023-12-25T05:59:08-05:00

Tax Strategies for Smart Investing

Everyone wants to pay less tax, right? We all invest to achieve a specific goal. What we want to achieve varies from investor to investor, but we can probably all agree that we want more of our returns to go towards our goals – not the IRS. You do not know where to start [...]

Tax Strategies for Smart Investing2026-07-30T03:54:20-04:00

Understanding Retirement Risks

Before you retire, consider the risks you may face and how you can prepare for them. After decades of carefully balancing family, work, and physical and mental health, retirement should be a relaxing and well-deserved reward for a lifetime of hard work doing all the fun things you imagined. Here's how a Vanguard personal [...]

Understanding Retirement Risks2026-07-30T03:54:06-04:00

Contact us

To put you in touch with the right team, please answer the following questions.

Current step:1Step 1
2 What profile best describes you?
3I Would Like To Discuss An Investment (USD) Of
4Job title and company
5location
6contact details
7 How would you like us to contact you?
8How can we help

Which profile best describes you?

I would like to discuss an investment (USD) of

I am interested in

Job Title & Company

Location

Please enter your contact details

How would you like us to contact you?

How can we help you?

I consent to the use of my personal information (name, telephone number, and email address) by Galleon Wealth Management to contact me to send me marketing information about our wealth management products and services. I understand that my information will be used in accordance with the relevant privacy statement for my location. I also understand I can withdraw this consent to be contacted by phone or email at any time by emailing corporate@globaladvisers.com

Online privacy notice

Galleon Wealth Management is a registered DBA used by Global Advisers, LLC, a registered investment adviser. Galleon Wealth Management is not a separate legal entity, and all investment advisory services offered under the Galleon Wealth Management name are provided by Global Advisers, LLC.

©Galleon Wealth Management | by Global Advisers, LLC

Thank you for your interest in Galleon Wealth Management. Please allow us a few moments to review your information. We will contact you shortly.

We use cookies to collect data while you use this website. The cookies we gather allow us to give you the very best experience. To learn more about how we use cookie data, visit our cookie policy (opens in a new window). You can edit your preferences at any time. Settings
Ok

Cookie preferences

Strictly necessary cookies These cookies allow you to access different parts of the our website, enabling our services to operate in a secure and reliable manner. They provide the basic functionalities and are necessary for the website to function and cannot be switched off in our systems. Functional cookies These cookies provide enhanced and personalized website functionality, such as preferred language or region. They change the way the website looks and behaves, and can remember customization changes you may have made on our site. They also allow us to gather statistical information so we understand the effectiveness of how visitors interact with content, collecting and reporting anonymous data. Marketing cookies These cookies track usage across the website and build a portfolio of your interests and provide you with a personalized experience across the site. They also allow us to show you targeted advertising and content which we think will be of interest on social channels and other websites. To learn more about how we use cookie data, visit our cookie policy (opens in a new window). You can edit your preferences at any time.
Go to Top