Callan Capital Opens New Office in Austin, TX

Callan Capital, the La Jolla, CA headquartered independent wealth management firm, recently opened a new office in Austin, TX to accommodate growth and service an expanding Austin, TX client base.

“The decision to expand our presence in the flourishing Austin, TX area was a logical step in our business growth strategy,” said managing partner Trevor M. Callan, CIMA®, CPWA®. “Callan Capital serves corporate executives and entrepreneurs, and the Austin area market is a seamless fit due to the increase in relocating corporations and executives.”

Callan’s Capital’s advantages are servicing a niche of entrepreneurs and corporate executives, integrating with trusted advisors and serving as a fiduciary. In 2016, the firm focused on strengthening its technology offering for clients and in 2017, the firm intends to focus on expansion. To read the full press release, please click here.

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