Our Services

Comprehensive planning, delivered with precision.

Five interconnected service areas, coordinated under one fiduciary roof. Every recommendation is made in your best interest — no commissions, no product sales, no hidden conflicts.

01 — Investment Management

Investment Management & Behavioral Guidance

We provide discretionary investment management anchored in client education and objective-based design. Our process begins by analyzing your unique financial landscape to align your risk tolerance with your long-term goals. We identify, present, and implement customized strategies that prioritize tax efficiency and cost-minimization — utilizing a diverse range of vehicles including ETFs, mutual funds, individual securities, and SMAs.

Beyond portfolio construction, we provide essential behavioral coaching through market volatility. By helping you recognize heuristic biases and emotional decision-making, we work to keep your strategy disciplined and focused on your long-term objectives.

02 — Tax Strategy

Tax Strategy & "Tax Alpha" Optimization

We analyze each client's tax landscape to identify and capture "Tax Alpha" — the meaningful value gained through strategic tax management. By coordinating closely with your tax professionals, we aim to evaluate every investment decision for its after-tax impact — helping you pursue meaningful net-of-tax outcomes across your portfolio.

Strategic focus areas include

  • Precision Tax-Loss Harvesting: Systematically offsetting gains to lower your annual tax liability.
  • Asset Location & Vehicle Selection: Utilizing tax-efficient structures and placing growth-oriented assets in the account types best suited to their tax treatment.
  • Philanthropic & Business Optimization: Charitable giving strategies, business deductions, and tax-deferred property exchanges designed to help you preserve capital and pass wealth on thoughtfully.

03 — Retirement & Institutional

Comprehensive Retirement & Institutional Services

We provide expert guidance to help you navigate the transition to retirement — determining income requirements, optimizing savings and investment strategies, and coordinating Social Security and Medicare integration.

For business owners and the self-employed, we consult on the selection and implementation of retirement plans tailored to your specific goals and those of your employees. For qualified defined contribution plans, we provide fiduciary services in accordance with ERISA regulations, including investment selection and ongoing performance monitoring.

04 — Risk Management

Risk Management & Insurance Planning

Risk management is a cornerstone of any resilient financial plan. We do not sell insurance products; instead, we provide a strictly objective analysis of your current coverage to identify critical gaps or unnecessary over-exposure.

We perform a comprehensive audit across all risk categories — including life, disability, health, homeowners, personal auto, and umbrella liability. Our goal is to help you clearly understand the trade-offs of each policy, so you can make informed decisions about which risks to transfer to an insurer and which to strategically retain.

05 — Estate Planning

Estate Planning & Legacy Preservation

Managing the transfer of wealth is a complex undertaking that requires precise coordination. We help clients navigate efficient methods for preserving their legacy and passing assets to the next generation with minimal friction.

Our role is to act as the central architect, working in tandem with your estate attorney to ensure the correct legal structures are in place. We specialize in aligning your account titling and beneficiary designations with your legal documents so that the right assets reach the right people at the right time.

Strategic estate solutions include

  • Trust Funding & Coordination: Ensuring your accounts are properly integrated with your trust structures.
  • Estate Tax Mitigation: Implementing strategies to remove assets from your taxable estate efficiently.
  • Liquidity Planning: Helping ensure your heirs have the cash flow to cover estate taxes or business transition costs without forced asset liquidations.

Fee Transparency

We are a fee-only firm.

Galleon Wealth Advisors is compensated solely by the fees our clients pay us directly. We do not accept commissions, referral fees, or third-party compensation of any kind. This structure removes the commission-based conflicts of interest common in the financial industry and aligns our incentives squarely with yours.

Our complete fee schedule is disclosed in our Form ADV Part 2A, the regulatory document every Registered Investment Adviser is required to file with the SEC and state securities regulators. You can review it any time through the SEC's public IAPD portal.

View Form ADV on IAPD

Ready to Get Started?

See if we're the right fit.

Every engagement begins with a no-cost, no-obligation Discovery Meeting. Tell us about your situation and we'll tell you whether — and how — we can help.

Schedule a Discovery Meeting