Personalized Estate, Trust, & Financial Planning

FOR INDIVIDUALS & FAMILIES
Whether you are moving ahead in your career, enjoying retirement or somewhere in between—Global Advisers can help you achieve your
financial goals. Planning to purchase a vacation home, fund your children’s or grandchildren’s education, spend your retirement as you’ve dreamed? Together, we can create a personalized wealth management strategy that includes a focused estate, trust, and financial plan to help you prepare for a successful financial future. Using a suite of tools that includes goal-specific analysis, your Investment and Wealth Manager will work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life, including your investments and cash management needs. We will also suggest modifications as needed to help keep your goals in reach and your strategy on the right course.

Global Advisers Investment Services

Interested in our services? Speak with a certified financial professional.

800-832-8514


Ext — 1402


Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time
Galleon Trust and Estate

Galleon Flagship Trust Account

The Galleon Flagship Trust Account protects your trusts assets, and allows you to manage your investments. This account has all of the standard features of a brokerage account, plus it helps you prepare the way for easier management and protection of the assets within your trust account after your passing.

Galleon Estate Planning

Your legacy transcends money — it also encompasses your values. Your wishes and dreams may include using your assets to help secure your family’s future or you may choose to support another cause close to your heart. This might be your favorite charity, your community or your place of worship, to name a few.
Global Advisers Financial Planning

Galleon Financial Planning

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