A tax-smart and simple solution for charitable investing.

A tax-smart and simple solution for charitable investing.

Feel Good About Giving

Galleon Charitable provide a smart and innovative way for investors to give-back to their community. We are deeply committed to solving economic and social issues, and enabling progress worldwide. Our Charitable accounts reflect the firm’s ongoing commitment to philanthropy.

We provide an ultra-low-cost solutions to charitable investing that empowers our clients with the resources to make strategic giving decisions while still maintaining the potential for growth and income within the account(s).

Galleon Charitable

The Galleon Charitable Account provides tax benefits for investors interested in making meaningful donations to charitable causes.

Next Steps

If you know which account is right for you, open an account and complete the application. If you prefer to speak to us first, please schedule some time to discuss your investment goals and objectives.

Feel Good About Giving

Galleon Charitable provide a smart and innovative way for investors to give-back to their community. We are deeply committed to solving economic and social issues, and enabling progress worldwide. Our Charitable accounts reflect the firm’s ongoing commitment to philanthropy.

We provide an ultra-low-cost solutions to charitable investing that empowers our clients with the resources to make strategic giving decisions while still maintaining the potential for growth and income within the account(s).

Galleon Charitable

The Galleon Charitable Account provides tax benefits for investors interested in making meaningful donations to charitable causes.

Next Steps

If you know which account is right for you, open an account and complete the application. If you prefer to speak to us first, please schedule some time to discuss your investment goals and objectives.
Overview

Feel Good About Giving

Galleon Charitable provide a smart and innovative way for investors to give-back to their community. We are deeply committed to solving economic and social issues, and enabling progress worldwide. Our Charitable accounts reflect the firm’s ongoing commitment to philanthropy.

We provide an ultra-low-cost solutions to charitable investing that empowers our clients with the resources to make strategic giving decisions while still maintaining the potential for growth and income within the account(s).

Galleon Charitable

Galleon Charitable

The Galleon Charitable Account provides tax benefits for investors interested in making meaningful donations to charitable causes.
Next Steps

Next Steps

If you know which account is right for you, open an account and complete the application. If you prefer to speak to us first, please schedule some time to discuss your investment goals and objectives.

The Galleon IRA

The Galleon IRA helps you save and invest for retirement with the help of a dedicated financial adviser. You get access to our broad range of investment options, exceptional service, and investment guidance–with professional advice that is tailored to your specific financial and lifestyle goals and objectives.

Retirement Services

Our retirement services include debt, budget & risk management, expense monitoring, estate planning, and comprehensive investment management.

Retirement Solutions

Our approach takes the stress out of planning for retirement. Learn how our retirement strategies helped others to live life on their terms.

Retirement Planning

Mostly everyone dreams of a comfortable, secure, and meaningful retirement. This requires a stable income stream, less exposure to …

Seeking Income

Investment strategies that worked over the last 15 or 20 years may not necessarily work today if you are seeking income. We leverage our best thinking to help today’s income investors take advantage of the broadening investment landscape, while addressing their tolerance for risk and need for current income.

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