Wealth Solutions Unique to You

You have spent years designing a life unique to you, but now you find yourself at a crossroad. Perhaps you are facing the decision to retire, or perhaps you are ready to sell your business. Whatever your circumstances, you need more than a “one plan fits all” approach. You need someone with the expertise to manage the complexities of your wealth and provide a plan that helps you navigate the changes in your life.

At Galileo Planning Group, we provide highly customized counsel focused on our high-net-worth clients’ specific wealth management needs. We are unique in the industry as we do not tie our fee to assets under management (AUM). Rather, our use of fixed-fee retainers gives us the freedom to expand our focus beyond that of a traditional financial advisor and focus on your entire wealth picture.

Our comprehensive perspective means you will receive advice on all areas of your wealth, including cash flow, taxes, real estate, estate planning, and both traditional and non-traditional investments. We will work one to one with you to build personalized strategies that seamlessly merge together and help bridge your transition, enhance your wealth, and safeguard your financial security.

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Providing Only the Services You Need

Our name is Galileo Planning Group because, like our namesake, we are willing to go against the grain. From our founding, we have existed only to serve our clients. Rather than fit your concerns into a “standard” solution, we will provide the precise solutions for your situation.

Because your trust is essential to a successful relationship, we complement our personalized counsel with a fiduciary obligation as a Registered Investment Advisor to put your best interest first. In addition, our fixed-fee retainer structure helps eliminate conflicts of interest so you can feel confident that the advice you receive is objective and designed to help you achieve your goals.

Learn More About How We Help High-Net-Worth Clients

Client Success Stories

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Strategies

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The Galileo Advantage

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