Wealth Management

When it comes to your wealth, the answers to your questions may be your most valuable asset


Advisor-to-client ratio


Core accounts

Long-term wealth building can be challenging without the right guidance.

As families build their wealth and plan on transferring it someday, they often focus on investment and estate planning. In addition to helping you manage and grow your wealth, we take it further by preparing and educating the family members who will inherit it. By combining the benefits of wealth management with premier financial solutions, we focus on tax efficiency, wealth and estate planning, personal trust services, investment management, and retirement solutions.

Galleon Wealth Management ™ offers a broad range of professional services that integrate our leading investment management capabilities with each client’s needs. We identify opportunities for our clients that align their preferences with current political, economic, social, environmental, and market conditions.

Explore our services

Our Wealth Management advisory services focus on aligning your goals through planning, advice, and financial solutions that make sense for you.

Our services include asset allocation and portfolio implementation, the development and implementation of tax-efficient solutions, alternative investment opportunities, and customized risk management and hedging strategies. Our solutions approach to managing risk and building customized portfolios helps you manage, preserve, and grow your wealth. Explore the following solutions to learn more.

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.

At Global Advisers, our Wealth Management services provide competitive banking solutions integrated with your broader goals.

We bring together solutions for cash management, securities lending, banking, insurance, mortgages, and real estate loans and integrate them with your broader goals to create a comprehensive feature for individuals, entrepreneurs, and families.

Discover your investment style

Take our quiz and find out if you would benefit from having your investment portfolio professionally managed.

where to begin