Investment Management & Behavioral Guidance
Discretionary portfolio management built around your goals, your tax picture, and your tolerance for risk — with steady behavioral coaching through every market cycle.
How We Serve
Comprehensive planning, delivered with precision.
Tax Strategy & "Tax Alpha" Optimization
We coordinate with your tax professionals to capture meaningful after-tax value: precision loss harvesting, asset location, and charitable giving strategy.
Retirement & Institutional Services
Income planning, Social Security and Medicare integration, and ERISA-aligned fiduciary support for business owners running qualified retirement plans.
Risk Management & Insurance Planning
We don't sell insurance. We audit your existing coverage across life, disability, health, property, and umbrella to find gaps and unnecessary exposure.
Estate Planning & Legacy Preservation
We work alongside your estate attorney to align account titling, beneficiaries, and trust funding so the right assets reach the right people at the right time.
Who We Serve
We work with a broad range of clients.
Below are a few situations where our experience is especially deep — but they are not the limits of who we serve. If your financial life is complex and you value transparent, fiduciary advice, we'd like to hear from you.
Aviation Professionals & Pilots
Variable income, complex benefit packages, and mandatory retirement timelines — handled by advisors who genuinely speak the language of aviation.
Business Owners & Entrepreneurs
We bridge your corporate balance sheet and your personal net worth — from tax strategy to acting as fiduciary on your employees' retirement plan.
Sudden Wealth Recipients
A business sale, an inheritance, or an unexpected windfall calls for a steady hand. We provide the framework to help you steward new wealth thoughtfully and build toward a lasting legacy.
Pre-Retirees & Retirees
We engineer tax-efficient distribution strategies designed to help make your capital last and your retirement lifestyle sustainable.
Our Process
A clear path from first conversation to ongoing partnership.
- 01
Discovery Meeting
A 30-minute, low-pressure conversation to understand your current financial landscape and what you're hoping to achieve. No commitment required.
- 02
Data Gathering
If we're a fit, we move into the deep-dive phase. Through tailored questionnaires and a review of your tax returns, statements, policies, and estate documents, we build a high-definition picture of your finances.
A note on security: Your sensitive information is handled with the highest security standards. We maintain strict privacy protocols and never share your personal data with third parties.
- 03
Plan Presentation
We meet to present our findings and your Comprehensive Financial Plan — clear, actionable recommendations and a roadmap for your next steps. You leave with a custom-built strategy in hand.
- 04
Implementation
If you choose to move forward, we begin onboarding and implement your strategy. From there our relationship becomes a partnership — meeting regularly to monitor progress and adapt your plan as life changes.
The Galleon Standard
Fee-only. Fiduciary at all times. No commissions, no product sales, no hidden conflicts — just objective advice aligned to your long-term interests.
Take the Next Step
Let's start with a conversation.
A 30-minute Discovery Meeting is the easiest way to learn how we work and whether we're the right fit for you. There's no cost and no obligation.
Schedule a Discovery Meeting