Galileo Wealth
Management
Unapologetically Innovative.
At Galileo Wealth Management, we believe in making retirement dreams a reality. We’re pioneering innovation in finance and our team is dedicated to partnering with you to cultivate an individualized financial plan designed to help you reach your dreams for retirement. After a lifetime of work, you deserve security, and we have the expertise to help guide you along the path to freedom and a lasting legacy.
The Galileo Starpath Process
Choosing the Right Partner
A Mutual Decision
Every successful climb requires the right partner. We believe in forming a strong, collaborative partnership that’s built on trust, understanding, and shared goals.
Goal Setting
Mapping Your Route
Like finding the best path to the peak, we’ll define where you are today, where you want to go, and a way to complete that path to hit your “summit” for both personal goals and the legacy you want to share with others.
Creating Your Blueprint
Plotting the Course
Standing on the ground and seeing the summit doesn’t mean “the way” up is clear. A detailed assessment of your current standing and ultimate goals provides a map moving forward.
Understanding Private Wealth Design
Choosing the Right Tools
You pack and plan for every tool you’ll need, but you don’t use them all at once. As your journey progresses, we help to determine the right time and place for action.
Co-Creating
Adjusting for Rough Terrain
No climb is without challenges. We’ll evaluate various strategies—highlighting risks and rewards—until we reach an ascent that is suited for your current goals and accounts for life’s uncertainties along the way.
Managing and Reviewing Performance
Balancing on the Ridge
As you reach higher altitudes, balance is key. Regular meetings and reviews provide checkpoints as you continue to climb.
Ongoing, Personalized Advice
Navigating Changing Weather
You’ve heard what the climb is like, but changing conditions will make your experience unique. We help make sure you are prepared for whatever the future holds.
Generational Wealth
Leaving a Path
All of your work is not just for you. The ground you’re trekking today can provide guidance and a great head start for everyone you want to follow in your path.
Galileo Starpath Process
Choosing the Right Partner
A Mutual Decision
Every successful climb requires the right partner. We believe in forming a strong, collaborative partnership that’s built on trust, understanding, and shared goals.
Goal Setting
Mapping Your Route
Like finding the best path to the peak, we’ll define where you are today, where you want to go, and a way to complete that path to hit your “summit” for both personal goals and the legacy you want to share with others.
Creating Your Blueprint
Plotting the Course
Standing on the ground and seeing the summit doesn’t mean “the way” up is clear. A detailed assessment of your current standing and ultimate goals provides a map moving forward.
Understanding Private Wealth Design
Choosing the Right Tools
You pack and plan for every tool you’ll need, but you don’t use them all at once. As your journey progresses, we help to determine the right time and place for action.
Co-Creating
Adjusting for Rough Terrain
No climb is without challenges. We’ll evaluate various strategies—highlighting risks and rewards—until we reach an ascent that is suited for your current goals and accounts for life’s uncertainties along the way.
Managing and Reviewing Performance
Balancing on the Ridge
As you reach higher altitudes, balance is key. Regular meetings and reviews provide checkpoints as you continue to climb.
Ongoing, Personalized Advice
Navigating Changing Weather
You’ve heard what the climb is like, but changing conditions will make your experience unique. We help make sure you are prepared for whatever the future holds.
Generational Wealth
Leaving a Path
All of your work is not just for you. The ground you’re trekking today can provide guidance and a great head start for everyone you want to follow in your path.
“Navigate Your Financial Future”
with Galileo Wealth's Todd Kim
KSL-FM | Sundays at 12:00 p.m.
Do You Have a Solid Plan
for a Stable Future?
We’re here to help you build a financial plan that honors your hard work and secures your future. Fill out the form below to schedule an appointment or click on the link to schedule an appointment.