Callan Capital

Callan Capital is an independent wealth management firm that offers financial planning and asset management solutions to affluent executives, entrepreneurs and their families. We began in 2007 as a continuation of the wealth management careers of brothers Trevor, Tim and Ryan Callan. Prior to Callan Capital, they spent 15 years at a large brokerage firm, though they felt that their clients could be better served through the fiduciary model, where the advisor is legally bound to act in the best interest of the client by providing independent, objective advice. Through one point of contact, Callan Capital provides comprehensive wealth management services in all areas important to a significant estate. Our services include financial planning, asset management, executive benefit planning, retirement planning, risk management, tax minimization*, estate and trust planning*, philanthropic planning* and education planning. Working in close cooperation with your familys team of trusted adv...