Wealth Management Simplified

We bring clarity, direction and peace of mind to the financial choices you make every day.

Financial Planning

Our team of certified, and registered professionals, is trained to develop and implement financial planning strategies specifically designed for executives and business owners. We strive to provide our clients peace of mind knowing their wealth is in good hands.

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Investment Management

We believe wealth is created through successful participation in the global markets, not speculation. Our mission is to deliver risk-adjusted performance and enhanced returns through tactical, model-driven portfolio design.

 

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There is a Better Way

Callan Capital was founded in 2007 as a Registered Investment Advisor to bring clarity, direction and discipline to the financial choices you make every day.

After 15 years of working for a large brokerage firm, brothers Tim, Trevor, and Ryan had a vision. Having launched a dedicated high net worth division at their firm, they knew there was a better way to provide financial advisory services. They felt their clients could be better served through the fiduciary model — since fiduciary advisors are legally bound to act in their clients’ best interest by providing independent, objective advice.

 

A  ROADMAP FOR LIQUIDITY EVENTS

Our clients have typically experienced a financial event such as the sale of a business, a public offering of their company, divorce, or have accumulated assets over many years. At Callan Capital, we work to provide a financial planning roadmap to navigate these types life and business events, while aiming to provide peace of mind and direction.

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3 CRITICAL QUESTIONS TO ASK DURING A LIQUIDITY EVENT

 

We’ve prepared a liquidity event guide that covers the process before, during, and after the transaction. This will help us build a financial plan with a goal of providing you with confidence in every step of the transition.

RAISING FINANCIALLY RESPONSIBLE CHILDREN

 

Research shows that kids as young as 3 years old can grasp the ideas of saving and spending. The sooner parents start teaching and talking to their kids about money, the more comfortable kids will be with these concepts.

Lets Get to Know Each Other

Lets Get to Know Each Other

Our Callan Capital team is made up of some pretty amazing people.  Our Getting To Know You Series is aimed to get know our team, on a more personal level.Alyana Richardson Director, Financial Planning1. What is your most used emoji?🙄 2. Cats or dogs?Cats, they are our...

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Diminished Capacity and Elderly Financial Abuse

Diminished Capacity and Elderly Financial Abuse

Financial abuse is a common occurrence among elderly people.  One in 10 Americans aged 60-plus has experienced elder abuse—and one of the most frequent forms of elder abuse is financial1. It is estimated that at least $36.5 billion is lost annually as a result of...

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Q2 Market Update

Q2 Market Update

The S&P 500 continued to decline in the second quarter, hitting the lowest level since December 2020 as still-high inflation, sharp increases in interest rates, rising recession risks, and ongoing geopolitical unrest pressured stocks and other assets. After a...

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Caring for Aging Loved Ones

Caring for Aging Loved Ones

By Jessica L. Cafferata, JD, CFP®, CDFA®, Callan Capital Transitioning to a senior living arrangement is a considerable undertaking. Determining when, how, and where to transition, ensuring your loved one’s care, ability to age in place, social and hobby...

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