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.

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.

Our Business Principles

We are guided by a set of values and principles that determine our course of action when dealing with clients and the public in general.

Achieving Financial Goals

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

Galleon Flagship Services

Galleon is our premium account management service for the following client accounts with $100,000 or more in total household assets, and for …

Managing Everyday Finances

Global ATM Fee Rebates
Unlimited Worldwide ATM rebates on your Galleon Debit Mastercard for your brokerage accounts. Not available for retirement accounts.

Online Bill Pay
The Bill Pay service allows users enrolled in the debit card program to schedule ACH and/or check payments to payees.

Direct Deposit
Have your paycheck, pension, Social Security check, tax refund, or other regular payments deposited into your accounts.

Mobile Check Deposit
Deposit checks on the go with your iPhone®, iPad®, or Android device to make deposits directly into the account of your choice.

Solutions for Individuals and Families

You always have access to expertise and insights to help you reach your own specific goals. For us, it’s all about transparency, accountability, and taking ownership of your financial…

Loans and Home Financing

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.

Services for Individuals and Families

The services we provide to our clients centers around advice, portfolio management, and administration. Whether you are looking for financial planning, trust & estate…

Building and Protecting 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
Trust and Estate Planning
Create an enduring legacy that passes on your values as well as your assets
Life and Disability Insurance
Helping you plan for an uncertain future with a variety of products for managing risk.

Wealth Management

Our solutions are carefully designed to help our clients achieve their financial goals and objectives. We work closely with high-net-worth individuals, families, foundations, and …

Family Planning

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
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.

Financial Planning

Global Advisers develops professional financial plans for our clients to help them meet their financial needs today, and also plan for future goals.

Business Financing and Planning

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.

Business Planning

For many people, owning their own business is an American dream. But managing your own business takes a lot more than hard work. You need a …

Retirement Planning

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
Life and Disability Insurance
Helping you plan for an uncertain future with a variety of products for managing risk.
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.

Retirement Planning

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

Socially Responsible Investing

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.
ESG Investing
Galleon ESG Accounts provide low-cost opportunities to invest in companies that adhere to strict standards.

Green Portfolios

Galleon Flagship Services

Planning for your retirement goes beyond your future financial needs. Other important factors include your health and well-being, emotional readiness, lifestyle, and personal preferences, all of which require careful planning. Mostly everyone dreams of a comfortable, secure, and meaningful retirement. This requires a stable income stream, less exposure to financial risks, and being prepared for the unexpected. We suggest you begin by envisioning what these factors will look like when you retire.

Retirement Planning

Planning for your retirement goes beyond your future financial needs. Other important factors include your health and well-being, emotional readiness, lifestyle, and personal preferences, all of which require careful planning. Mostly everyone dreams of a comfortable, secure, and meaningful retirement. This requires a stable income stream, less exposure to financial risks, and being prepared for the unexpected. We suggest you begin by envisioning what these factors will look like when you retire.

Global Locations

Throughout the world we offer access to a network of financial advice, services, and investment expertise.