The Galiano Difference

Our goal is to work hard to help ensure you…

  • Gain confidence in your financial future
  • Are positioned to retire on your terms
  • Can pass on a lasting legacy to future generations

Let’s face it. There’s no shortage of investment firms, banks and insurance companies ready and willing to help you invest your hard-earned money. But how do you know who to trust? And how do you know if the advice you receive is right for your needs and circumstances?

The Benefits of Working with Our Firm

Independence
At Galiano Wealth Management Group, we pride ourselves on our independence, which allows us to serve you with integrity and the highest degree of ethics. We have no parent company, corporate agenda, or mandates. Instead, we enjoy the freedom to place your best interests first in each decision made and action taken. Learn more

Local Presence
Our founder, Raleigh Galiano, CFP® was born and raised in South Lafourche where he and his family continue to reside today. As a member of the community, he understands the obstacles and challenges that families and business owners in Bayou Region face every day. More importantly, he believes recognizes the opportunities available to help preserve and grow a lifetime of assets as you pursue your important financial goals and milestones. Learn more

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National Resources
We are supported by the resources of LPL Financial, the nation’s largest independent broker/dealer.* This relationship provides us with objective research and a comprehensive array of tools, resources and technology. Because LPL Financial has no proprietary products to sell, we are able to offer you objective financial guidance and investment recommendations. Learn more

CFP® Certification: The Standard of Excellence

CFP logo

Only a select group of planners have met the rigorous education, examination, experience and ethics requirements set forth by the Certified Financial Planner Board of Standards, necessary to call themselves CERTIFIED FINANCIAL PLANNER™ professionals. Raleigh Galiano’s certification is a symbol of his knowledge and credibility among his peers, and indicates his status as a qualified, trustworthy financial planner. Learn more about the many benefits of working with a CFP®.

Coordination Across Your Entire Financial Life

We believe that proactive and open communication with your tax and legal professionals is critical to helping you pursue your financial goals. Clear communication between your professional partners is the only way to help ensure your tax, estate and investment planning needs are aligned with your objectives. We are happy to work with your existing team of attorneys or tax advisors to coordinate strategies. For your convenience, we can also provide you with referrals to the outside professionals (CPAs, attorneys) we work with on a regular basis.

Services and Strategies Aligned with Your Needs

We have the resources to help you plan for your needs and the needs of your loved ones, and we will work in harmony with you to implement fully customized strategies. We offer:

  • Personal wealth management
  • Education planning for children and grandchildren
  • Investment management
  • Retirement planning
  • Tax strategies
  • Retirement income strategies
  • Estate planning
  • Risk management
  • Multigenerational wealth preservation and management

Contact Us for a no-obligation consultation and discover the many benefits of working with a firm that places your needs first.


*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.