Wealth Management Solutions
Maximize your federal benefits with expert financial planning for federal employees. We help align your TSP, pension, and survivor benefits with retirement and legacy goals.
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.
About Us
Helping people and institutions manage significant levels of wealth is profoundly personal and exceedingly important.
Trusted Wealth Guidance
A highly selective client experience allows Galleon to deliver personalized advice, thoughtful coordination, and direct access to the resources best suited to your needs.
Connected Resources
We bring together investment capabilities, specialized resources, and an extensive professional network to address the full scope of your financial needs.
Discover Our Offerings
Wealth Planning
Investment Advice
Specialized Services
Private Banking
Wealth Planning for Federal Employees
Federal employees face a unique retirement and benefits structure that requires specialized planning. At Global Advisers, we help government professionals navigate the complexities of CSRS and FERS pensions, TSP strategies, and federal benefits integration to build durable, tax-efficient wealth.
Planning for Retirement, Pensions & Benefits Coordination
Retirement planning under CSRS or FERS requires more than estimating your pension. We help you evaluate survivor options, coordinate Social Security, and optimize the timing of withdrawals and benefits.
We also assist with post-retirement income sequencing, ensuring your federal pension works in concert with TSP distributions and outside savings to support your lifestyle.
Why Federal Employees Need Specialized Financial Planning
Your federal benefits can be powerful—but only if properly coordinated. Between your TSP, pension, Social Security, and survivor options, the choices are complex. Without tailored guidance, benefits may be underutilized or poorly timed, impacting retirement security.
Global Advisers delivers integrated strategies that align your federal benefits with your personal goals—so you can retire with confidence and clarity.
Optimize Taxes Across TSP and Outside Assets
Federal employees often accumulate significant tax-deferred assets. We help manage distributions to reduce tax drag in retirement. Key strategies include:
Build Retirement on Your Terms
Your pension is a strong foundation—but additional planning strengthens it. We help you develop retirement strategies that balance federal benefits with personal savings. Areas of focus include:
While we do not provide legal services, we collaborate with your attorneys to help ensure your financial strategies reflect your goals.
Preserve Wealth Beyond Government Service
Whether you’re decades from retirement or already collecting your pension, wealth preservation is key. We help you protect assets, coordinate with your estate plan, and create a clear roadmap for your legacy. This includes:
Specialized Services for Federal Employees
Related Solutions
Supporting Your Career and Your Retirement
You’ve spent a career in service—now it’s time to make your benefits work for you. We help you translate complex federal options into a clear, actionable financial plan.
Whether you’re planning to retire in five years or already have, our team helps you protect what you’ve earned and plan strategically for what comes next.
Ready to Explore Options?
Decades of trusted experience guiding professionals through complex financial decisions.
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800.832.8514
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