Private Wealth Management
Helping people and institutions manage significant levels of wealth is profoundly personal and exceedingly important.
Galleon Wealth Management is built on trust, respect, and a deep understanding of your financial goals. We form lifelong partnerships with our clients so they can appreciate financial growth, security, and the privacy they deserve.
About Us
Helping people and institutions manage significant levels of wealth is profoundly personal and exceedingly important.
Trusted Wealth Guidance
A highly selective client experience allows Galleon to deliver personalized advice, thoughtful coordination, and direct access to the resources best suited to your needs.
Connected Resources
We bring together investment capabilities, specialized resources, and an extensive professional network to address the full scope of your financial needs.
Discover Our Offerings
Wealth Planning
Investment Advice
Specialized Services
Private Banking
Private Wealth Management
When it comes to your wealth, clarity matters.
Private Wealth Management
Designed for those seeking more than conventional planning, we provide a personalized approach to investment strategy, wealth preservation, and legacy design—delivered with discretion, clarity, and depth.
What Galleon Offers
Galleon Wealth Management is a registered DBA owned by Global Advisers. It provides private wealth services to individuals, families, and entities with complex financial needs. The Galleon platform is designed for clients with substantial assets who require tailored planning, investment, and coordination across multiple aspects of their financial lives.
Clients working with Galleon have access to a range of services that may include investment management, estate and legacy planning support, credit and liquidity structuring, charitable giving guidance, and coordination with outside legal and tax professionals. Galleon serves high-net-worth and ultra-high-net-worth clients through a fully integrated advisory experience. Services include:
Important Disclosures
Galleon Wealth Management is a registered DBA owned by Global Advisers. Galleon Wealth Management is not a separate legal entity, and Global Advisers, LLC provides all investment advisory services offered under the Galleon Wealth Management name. Services referenced above may not be suitable for all investors and are subject to eligibility and risk considerations. Investment products are not FDIC-insured, may lose value, and are not guaranteed.
Some services, including lending, legal, or tax planning, may involve coordination with unaffiliated third parties. Global Advisers, LLC does not provide legal or tax advice. Clients are encouraged to consult their own legal and tax advisors before implementing any strategy.
Let’s Talk
800.832.8514
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