Galleon Wealth Management™ offers a broad range of professional services that integrate our leading investment management capabilities with each client’s needs. We adhere to a specific yet flexible process that begins with a discovery of your goals and objectives and culminates in a written plan accompanied by ongoing, regular management.
Our Managed Estate and Trust Services help to ensure that your assets are protected. We begin with formulating a strategy that is consistent with your vision and your values. After we develop and present a plan to you, we provide comprehensive management on everything that matters to your estate and trust plans, including changes in regulatory policy and tax laws, and the stocks, bonds, mutual funds, ETFs, and other marketable securities within the trust account. There is literally no other way to take care of something as important as your legacy and your future.
Our integrated approach to planning includes family issues, wealth transfer, asset protection and location, and business succession planning. We are committed to producing the best results for our family office clients. To accomplish this goal, we focus on tax, trust, and estate planning, philanthropic management, family governance and dynamics, and cash management and lending.
Whether philanthropy is your vocation or your avocation, we devote a substantial amount of time to the service of others with the goal of having a positive impact on the world. Our goal is to assist clients in translating their personal values and family legacies into results-oriented, strategic giving programs to help them achieve their philanthropic goals. We aim to provide a broad range of services designed to help the nonprofit organizations that support our community to refine and implement their strategies. We all have an opportunity to make a positive change in the world.
Your personal values matter. Does your personal investment account reflect them? Your investment portfolio should make a statement about your social and environmental views.
We offer professionally managed sustainable investing accounts for investors seeking long-term, values-based capital investments.
Galleon Financial Planning™ takes into consideration all aspects of your wealth and income when preparing your plan. Whether you’re in the process of building your wealth, or if you’re near to or already in retirement, all of our plans begin with a conversation. Our goal is to understand your specific needs and make your plan more manageable.