Galleon Wealth Management

for Galleon Flagship clients

Galleon Wealth Management

for Galleon Flagship clients

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

Clients with total household assets of more than $100,000 are managed through Galleon Wealth Management, our private client division.

Galleon Wealth Management Solutions offers a broad range of professional services that integrate our leading investment management capabilities with each client’s needs.

We work closely with high net worth clients to understand their financial goals, and design customized solutions that meet their increasingly complex needs. The result is a long-term wealth management partnership structured around a sound investment strategy that strives to achieve long-term goals that are consistent with your goals and objectives.

Achieving Financial Goals

Our Financial Advisors can help you reach your financial goals. We work with individuals, families, businesses and institutions to deliver services and solutions that help build, preserve, and manage wealth.

Goals-Based Wealth Planning

Defining your life goals and developing a truly personalized wealth strategy

Investment Advice

Thought leadership to help navigate you through the most challenging market cycles

Long Term Care & Disability Insurance

Helping you plan for an uncertain future with a variety of products for managing risk

Trust and Estate Planning

Create an enduring legacy that passes on your values as well as your assets

Managing Everyday Finances

Managing daily expenses should be seamless. From bill pay to direct deposit and debit card features, we help make it easy.

Global ATM Fee Rebates

Debit MasterCard®

Online Bill Pay

Direct Deposit

Loans & Home Financing

Our Financial Advisors can help you reach your financial goals. We work with individuals, families, businesses and institutions to deliver services and solutions that help build, preserve, and manage wealth.

Home Loans

A suite of residential mortgage products with competitive rates for qualified applicants.

Securities Based Loans

Gain flexible access to credit for personal interests or business needs at extremely low rates.

Cash Management

A suite of products and services to meet clients’ everyday cash management needs.

Building & Protecting Wealth

Our Financial Advisors can help you reach your financial goals. We work with individuals, families, businesses and institutions to deliver services and solutions that help build, preserve, and manage wealth.

Goals-Based Wealth Planning

Defining your life goals and developing a truly personalized wealth strategy

Investment Advice

Thought leadership to help navigate you through the most challenging market cycles

Long Term Care & Disability Insurance

Helping you plan for an uncertain future with a variety of products for managing risk

Trust and Estate Planning

Create an enduring legacy that passes on your values as well as your assets

Family Planning

Our Financial Advisors can help you reach your financial goals. We work with individuals, families, businesses and institutions to deliver services and solutions that help build, preserve, and manage wealth.

Goals-Based Wealth Planning

Defining your life goals and developing a truly personalized wealth strategy

Trust and Estate Planning

Create an enduring legacy that passes on your values as well as your assets

Education and College Funding

529 plans and other savings strategies to manage your child’s education costs

Life and Disability Insurance

Helping you plan for an uncertain future with a variety of products for managing risk

Business Financing & Planning

Our Financial Advisors can help you reach your financial goals. We work with individuals, families, businesses and institutions to deliver services and solutions that help build, preserve, and manage wealth.

Starting a Business

Helping entrepreneurs with financing, liquidity solutions and business structuring

Business Planning

Partnering to help you define your perspective on ownership, control and liquidity

Succession and Exit Plans

Helping craft a variety of exit strategies whether selling or transitioning a business

Retirement Planning

Our Financial Advisors can help you reach your financial goals. We work with individuals, families, businesses and institutions to deliver services and solutions that help build, preserve, and manage wealth.

Goals-Based Wealth Planning

Defining your life goals and developing a truly personalized wealth strategy

IRA's and Retirement Solutions

Meet your retirement savings challenges with targeted financial solutions

Income Protection Strategies

Strategies which create a steady, stable income to help last through your retirement year

Long Term Care & Disability Insurance

Helping you plan for an uncertain future with a variety of products for managing risk

Socially Responsible Investing

Our Financial Advisors can help you reach your financial goals. We work with individuals, families, businesses and institutions to deliver services and solutions that help build, preserve, and manage wealth.

Impact Investing

Helping you take steps toward investing with positive social or environmental impact

Values Alignment

Align your portfolio toward investments that reflect personal and institutional values

Green Portfolios

Pure-play long-term investment growth from environmentally friendly business practices and the conservation of natural resources.

Trust and Estate Planning

Create an enduring legacy that passes on your values as well as your assets

+ Overview

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

Clients with total household assets of more than $100,000 are managed through Galleon Wealth Management, our private client division.

Galleon Wealth Management Solutions offers a broad range of professional services that integrate our leading investment management capabilities with each client’s needs.

We work closely with high net worth clients to understand their financial goals, and design customized solutions that meet their increasingly complex needs. The result is a long-term wealth management partnership structured around a sound investment strategy that strives to achieve long-term goals that are consistent with your goals and objectives.
+ Achieving Financial Goals

Achieving Financial Goals

Our Financial Advisors can help you reach your financial goals. We work with individuals, families, businesses and institutions to deliver services and solutions that help build, preserve, and manage wealth.

Goals-Based Wealth Planning

Defining your life goals and developing a truly personalized wealth strategy

Investment Advice

Thought leadership to help navigate you through the most challenging market cycles

Long Term Care & Disability Insurance

Helping you plan for an uncertain future with a variety of products for managing risk

Trust and Estate Planning

Create an enduring legacy that passes on your values as well as your assets

+ Managing Everyday Finances

Managing Everyday Finances

Managing daily expenses should be seamless. From bill pay to direct deposit and debit card features, we help make it easy.

Global ATM Fee Rebates

Debit MasterCard®

Online Bill Pay

Direct Deposit

+ Loans & Home Financing

Loans & Home Financing

Our Financial Advisors can help you reach your financial goals. We work with individuals, families, businesses and institutions to deliver services and solutions that help build, preserve, and manage wealth.

Home Loans

A suite of residential mortgage products with competitive rates for qualified applicants.

Securities Based Loans

Gain flexible access to credit for personal interests or business needs at extremely low rates.

Cash Management

A suite of products and services to meet clients’ everyday cash management needs.

+ Building & Protecting Wealth

Building & Protecting Wealth

Our Financial Advisors can help you reach your financial goals. We work with individuals, families, businesses and institutions to deliver services and solutions that help build, preserve, and manage wealth.

Goals-Based Wealth Planning

Defining your life goals and developing a truly personalized wealth strategy

Investment Advice

Thought leadership to help navigate you through the most challenging market cycles

Long Term Care & Disability Insurance

Helping you plan for an uncertain future with a variety of products for managing risk

Trust and Estate Planning

Create an enduring legacy that passes on your values as well as your assets

+ Family Planning

Family Planning

Our Financial Advisors can help you reach your financial goals. We work with individuals, families, businesses and institutions to deliver services and solutions that help build, preserve, and manage wealth.

Goals-Based Wealth Planning

Defining your life goals and developing a truly personalized wealth strategy

Trust and Estate Planning

Create an enduring legacy that passes on your values as well as your assets

Education and College Funding

529 plans and other savings strategies to manage your child’s education costs

Life and Disability Insurance

Helping you plan for an uncertain future with a variety of products for managing risk

+ Business Financing & Planning

Business Financing & Planning

Our Financial Advisors can help you reach your financial goals. We work with individuals, families, businesses and institutions to deliver services and solutions that help build, preserve, and manage wealth.

Starting a Business

Helping entrepreneurs with financing, liquidity solutions and business structuring

Business Planning

Partnering to help you define your perspective on ownership, control and liquidity

Succession and Exit Plans

Helping craft a variety of exit strategies whether selling or transitioning a business

+ Retirement Planning

Retirement Planning

Our Financial Advisors can help you reach your financial goals. We work with individuals, families, businesses and institutions to deliver services and solutions that help build, preserve, and manage wealth.

Goals-Based Wealth Planning

Defining your life goals and developing a truly personalized wealth strategy

IRA's and Retirement Solutions

Meet your retirement savings challenges with targeted financial solutions

Income Protection Strategies

Strategies which create a steady, stable income to help last through your retirement year

Long Term Care & Disability Insurance

Helping you plan for an uncertain future with a variety of products for managing risk

+ Socially Responsible Investing

Socially Responsible Investing

Our Financial Advisors can help you reach your financial goals. We work with individuals, families, businesses and institutions to deliver services and solutions that help build, preserve, and manage wealth.

Impact Investing

Helping you take steps toward investing with positive social or environmental impact

Values Alignment

Align your portfolio toward investments that reflect personal and institutional values

Green Portfolios

Pure-play long-term investment growth from environmentally friendly business practices and the conservation of natural resources.

Trust and Estate Planning

Create an enduring legacy that passes on your values as well as your assets

Global Advisers Investment Services

Interested in our services? Speak with a financial professional.

833-GALLEON (425-5366)


Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

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