Our Story

Callan Capital began in 2007, as a continuation of the wealth management careers of brothers Trevor, Tim and Ryan Callan. Prior to Callan Capital, they spent 15 years at a large brokerage firm where they were responsible for launching a dedicated high net worth division. Trevor, Tim and Ryan felt that their clients could be better served through the fiduciary model, where the advisor is legally bound to act in the best interest of the client by providing independent, objective advice. Through one point of contact, Callan Capital provides comprehensive wealth management services in all areas important to a significant estate. Working in close cooperation with your family’s team of trusted advisors, we help create a vision and implement a process for your family that will work for you today and for generations to come.

3 Critical Considerations to Ask in a Liquidity Event

A Liquidity Event Guide that covers pre, during, and post transaction.