Individuals and Families

Looking for wealth management, financial planning, trust & estate administration, investment management, or retirement solutions?

Galleon Asset Management provides a low-fee investing option that covers all asset classes, sectors, and industries.
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Your banking and investing experience should seamlessly work together. Explore how our banking solutions can help you with your checking and lending needs.
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Discover the solutions you need to manage all of your cash needs, including debit cards, banking, checking, mortgage and lending, bill pay, and online money transfers.
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Our integrated approach to planning includes family issues, wealth transfer, asset protection and location, and business succession planning.
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We help people, businesses and institutions build, manage, and preserve wealth so they can pursue their financial goals.
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When appropriate for your specific situation, we provide access to industry-leading insurance providers who can help you establish the correct type of insurance for your needs. Flagship clients can access a broad range of insurance choices that are important for successful estate, retirement, and life planning.
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Qualified clients may be able to borrow directly against their fully paid securities to make additional investments, pay unexpected bills, or for luxury purchases. Homeowners and first-time home buyers may qualify for a mortgage or refinancing loan.
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Learn how our retirement strategies and solutions have helped others live life on their terms.
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Our environmental, social, and governance (ESG) accounts focus on factors that measure a company’s adherence to traits deemed important by investors seeking sustainable investments and exposure to publicly traded companies that meet strict ESG criteria.
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Contrary to what many people think, you don’t need to be a millionaire to have an estate plan but you do need a strategy to implement it.
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Galleon Wealth Management™ offers a broad range of professional services that integrate our leading investment management capabilities with each client’s needs. We adhere to a specific yet flexible process that begins with a discovery of your goals and objectives and culminates in a written plan accompanied by ongoing, regular management.

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Will Q4 Determine 2023?

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Lower investment costs keep more of your money working for you

See how we keep your long-term costs down, so you have a better chance of long-term investing success.
*This fee calculator assumes the maximum iCore fees, which is 0.04%. Fees range from 0.0% to 0.04%. Fee calculator results do not take market value fluctuations into consideration. Custodian may charge a commission when securities are bought or sold in iCore accounts. Commissions and other fees (if any) are not calculated in this simulation. For informational purposes only.

Fees over ten years

We believe in a long-term approach to investing. Enter the amount you want to invest and see what your fees might be over a ten-year period of time. Note that fees will fluctuate as the value of the account changes. For example: if you enter $10,000, you can expect to pay $400 over that period of time, or $40 per year. This assumes that the value of the account does not fluctuate.
No commas or special characters.
Fees over ten years*$

Your goals are also our goals

As a fiduciary, it’s our job to place your interests first.


No matter where you are in achieving your goals, we are always there to help you get to the next level.

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