Wealth Management Simplified

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

investment-planning

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.

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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 CONSIDERATIONS TO ASK IN 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.

Moving for Tax Breaks

Moving for Tax Breaks

In recent years, high-tax states began to suspect a tax-dodging trend as more taxpayers changed residences while still maintaining ties…
July 2019 Market Update

July 2019 Market Update

The Federal Reserve cut rates this week by a quarter of a point. According to the Fed, the cut was…
June Market Update

June Market Update

In last week’s meeting between Presidents Trump and Xi at the G-20, both sides agreed to resume negotiations and hold…

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