Wealth Management Simplified

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

Financial Planning and family office services

The goal of our certified professionals is to bring peace of mind to executives and business owners through tailor-made financial plans.

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multiGenerational Wealth Management

Preserving generational wealth involves strategic planning. By proactively planning, families can become active stewards of their wealth, fostering a tailored family culture for a lasting legacy.

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Investment Management

Our mission is to achieve 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.

2023 Q4 Market Update and Outlook

2023 Q4 Market Update and Outlook

Markets staged an impressive reversal in the fourth quarter thanks to a surprise dovish pivot by the Federal Reserve, which combined with solid economic activity and declining inflation to push stocks sharply higher and send the S&P 500 to two-plus-year highs,...

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The Importance of Having a Will

The Importance of Having a Will

A will is a legal document that outlines a person's wishes regarding the distribution of their assets, the care of their dependents (such as minor children), and the management of their affairs after death. Having a will is important for several reasons, as it serves...

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Exchange Funds

Exchange Funds

Exchange funds provide individuals a way to diversify their concentrated low tax basis interest in a stock without incurring immediate capital gains. Exchange funds are a collective investment structure in which multiple investors contribute various equities to the...

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