Who We Serve
We work with a broad range of clients.
The four groups below are areas where our experience runs 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.
Area of Focus
Aviation Professionals & Pilots
Our dedication to the aviation community isn't just business — it's personal. Galleon's founder is a private pilot himself, and we understand the unique trajectory of your career firsthand. Whether you fly for the major airlines, operate in corporate aviation, or work as a 1099 contract pilot, we know how to navigate your complex benefit packages, variable income, and mandatory retirement timelines so you can focus on the flight ahead.
Where we typically help
- Variable income management and proactive tax planning
- Complex airline and corporate aviation benefit packages
- Mandatory retirement age planning and bridge income strategy
- 1099 contract pilot tax structuring and self-employed retirement plans
Area of Focus
Business Owners & Entrepreneurs
We serve as the bridge between your corporate balance sheet and your personal net worth. From optimizing personal tax strategies to designing and acting as a fiduciary for your employees' ERISA retirement plans, we help your business work as hard for you as you do for it.
Where we typically help
- Personal tax strategy coordinated with business deductions
- ERISA-compliant retirement plan design and fiduciary oversight
- Integrated planning across business and personal balance sheets
- Business exit, succession, and liquidity event planning
Area of Focus
Sudden Wealth Recipients
Whether through the sale of a business, an inheritance, or an unexpected windfall, receiving significant wealth overnight requires a steady hand. We provide the immediate behavioral coaching, tax mitigation, and strategic framework intended to help you steward new assets thoughtfully and build toward a lasting legacy.
Where we typically help
- Behavioral coaching through the emotional weight of new wealth
- Tax mitigation on liquidity events and large windfalls
- Investment strategy for newly liquid assets
- Estate and legacy framework to protect what you've received
Area of Focus
Pre-Retirees & Retirees
The shift from accumulating wealth to drawing income can be daunting. We specialize in engineering tax-efficient distribution strategies designed to help make your capital last and your retirement lifestyle sustainable.
Where we typically help
- Tax-efficient withdrawal sequencing across account types
- Social Security claiming strategy and timing analysis
- Medicare coordination and healthcare cost planning
- Roth conversion analysis and multi-year tax planning
Don't See Yourself Here?
These are highlights, not limits.
Plenty of our clients don't fit neatly into any of the categories above. If your financial picture is complex, if you value working with someone who is genuinely independent, and if you want advice delivered without conflicts of interest — that's the only profile that really matters to us.
Let's Talk
Tell us about your situation.
Every Discovery Meeting is unique. The best way to know whether we're the right fit is to spend 30 minutes talking — no cost, no obligation, no sales pitch.
Schedule a Discovery Meeting