Personal Investors

A dedicated advisor delivering custom investment management, intellectual capital, and financial planning to individuals, families, and organizations.

Personal Investor Client Experience

Customized Investment Management

Your advisor accesses our custodian’s proprietary investment platform and integrates our asset allocation program and tax-efficient solutions to implement bespoke investment portfolios.

Financial Planning

Advisors provide in-depth planning on multi-year cash-flow, liquidity and lending, risk management and insurance, taxes for investments and liquidity events, retirement, your estate, philanthropic goals, and more.

Intellectual Capital

Personal wealth clients benefit from timely economic and market intelligence on the implications of regulatory and tax policy changes through MoneyBriefings.com, our client-only publication.

Bespoke Wealth Management and Financial Planning Tailored To Your Needs

Galleon Wealth Management is built on trust, respect, and a deep understanding of your financial goals. We form lifelong partnerships with our clients so they can appreciate financial growth, security, and the privacy they deserve.

Bespoke Wealth Management and Financial Planning Tailored To Your Needs

Investments

Build and manage portfolios aligned with goals, risk tolerance, and time horizon
Adjust asset allocation as markets, needs, and financial circumstances change
Incorporate tax efficiency, liquidity needs, and spending priorities into investment strategy
Monitor portfolios and provide ongoing reporting and investment oversight

Insurance

Evaluate coverage needs for life and long-term care (LTC)
Develop income replacement and wealth transfer strategies consistent with family objectives
Provide insurance strategies designed to protect income, assets, and family wealth
Review existing coverage as financial needs and circumstances change

Tax Planning

Integrate tax considerations into investment, income, and financial planning
Implement tax-efficient investment strategies, including tax-loss harvesting
Evaluate charitable giving strategies for potential tax benefits
Coordinate planning with tax professionals when appropriate

Estate Planning

Review asset ownership, beneficiaries, and account titling
Coordinate investment accounts with wills, trusts, and estate planning documents
Develop tax-efficient wealth transfer and legacy strategies
Work with attorneys and other professionals on estate planning needs

Cash-Flow Strategy and Lending

Forecast short- and long-term liquidity and cash-flow needs
Develop cash-flow models for major spending and financial decisions
Evaluate borrowing strategies that preserve investment flexibility
Provide access to securities-based and other lending solutions

Retirement

Forecast retirement spending, income needs, and asset sufficiency
Develop retirement income strategies designed to support sustainable cash flow
Model the long-term impact of current saving, spending, and investment decisions
Coordinate investment, tax, insurance, and estate considerations in retirement planning