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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Generational Wealth Management

Preserving wealth from generation to generation requires not just growth, but thoughtful strategic preparations.  By planning in advance, families have the opportunity to become active stewards of their wealth, and to create a family culture that is tailored toward establishing an enduring legacy.  Multi-generational wealth planning helps ensure that a family’s wealth and legacy are properly managed and passed from one generation to the next.

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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.

The Importance of a Financial Plan

The Importance of a Financial Plan

Goal Planning  A customized, well-designed financial plan is discussed at the inception of relationships at Callan Capital and is critical to helping clients achieve their unique goals and objectives. A financial plan provides holistic advice that helps bring clients...

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2023 Q2 Market Update and Outlook

2023 Q2 Market Update and Outlook

Quarterly Insights – July 2023 The S&P 500 ended the second quarter and first half of 2023 at a 14-month high and most major stock indices logged solid gains in the second quarter following a pause in the Fed’s rate hike campaign, stronger-than-expected corporate...

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Cyber Safety – Phone Scams

Cyber Safety – Phone Scams

At Callan Capital, we are committed to cybersecurity awareness, education, and training. We hope the following is helpful for you, your family, and your friends as a resource for cybercrime prevention, knowledge, and mitigation. This is part of a monthly cyber...

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