From Generation to Generation: How the Power of Philanthropy Strengthens Family Legacies
How Callan Capital Helps Articulate the Mission, Vision, and Values of Founding Members As a true boutique firm, with vast experience catering to the wealth management needs of our clients in our multi-family office, Callan Capital plays a crucial role in assisting...
529 Plans
Over the past few years, 529 plans are one of the premier methods of saving for college because of their high contribution limits, potential state income tax deductions on contributions, federal tax-free withdrawals for qualifying education expenses, and tax-deferred...
10b5-1 Plan
Company trading policies limit the number of days that insiders can trade their stock. As a result of these restrictions, company executives may have difficulty managing their personal holdings, which can represent a source of concentration risk within their wider...
Callan Capital Welcomes Joan Koss, MBA, CFP®, ChFC®, FSCP®
Callan Capital is thrilled to announce that Joan Koss, MBA, CFP®, ChFC®, FSCP® has joined the firm as a Wealth Advisor. Joan, located in Denver, will oversee the expansion of our client base, and deliver integrated wealth management services to our existing clients...