OUR STORY
Callan Capital is an independent wealth management firm that offers financial planning and asset management solutions to affluent executives, entrepreneurs and their families. We were founded in 2007 by brothers Trevor, Tim, and Ryan Callan as a continuation of their wealth management careers. Previously, they worked for a large brokerage firm for 15 years, but felt they could better serve clients using the fiduciary model, where advisors must provide independent, objective advice in the client’s best interest.
Our direction and hands on approach are designed to allow clients whose lives are shifting to feel confident and empowered moving forward. Through your relationship with Callan Capital, we create a roadmap to help you focus on starting the next chapter in your life. We bring clarity, direction and discipline to choices you make everyday.
Offices
Brothers
Charities Supported
Callan Capital was Founded
What Makes Us Unique
BUILT BY ENTREPRENEURS, FOR ENTREPRENEURS
Our advisory services are tailored to the unique requirements of CEOs, entrepreneurs, and other high-net-worth individuals with complex needs. We have experience working with issues that are important to corporate executives and entrepreneurs who have experienced a liquidity event such as an IPO, recapitalization, merger, or sale of their business. Our firm guides business owners and executives through the process of understanding their compensation packages and thinking strategically about liquidity events.
THE CALLAN capital EXPERIENCE
Callan Capital provides a boutique family office experience. Our first step is to get to know your family dynamics, your risk tolerance, and your goals for growing and preserving wealth. We work with you to create strategies that are tailored to your needs and draw on a variety of resources to achieve success. Our team meets regularly with our clients to make adjustments and evaluate their needs as their families and financial conditions change over time.
WE WORK FOR YOU
With our wealth management experience, we know how to navigate the complicated aspects of wealth management for high-net-worth families like yours. Our interests are aligned, and we serve as your family’s Chief Financial Officer. Our comprehensive planning experience is fueled by your values and goals, and our relentless desire to bring you complete peace of mind.
OUR CULTURE
Our firm’s culture is defined by our core values. They are the standards by which we measure our performance and the guidelines by which we conduct ourselves as professionals and people. A great culture is one that embraces continuous improvement, with an emphasis on new perspectives, ideas, and methodologies, as well as mentorship and coaching that motivates team members to grow within the organization.
Our Values
The values at Callan Capital include investing in our local community, a healthy work-life balance, grit and maintaining an open culture. These values fuel the team to bring excellence to clients every day.
Let our experienced team manage your wealth so you can get back to what’s really important — enjoying your life.