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 family's team of trusted advisors, we create a vision and process that will work for you today, and generations to come. 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. Disclaimer:*Callan Capital does not provide individual tax or legal advice, nor does it provide financing services. Clients should review planned financial transactions and wealth transfer strategies with their own tax and legal advisors. Callan Capital outsources to lending and financial institutions that directly provide our clients with, securities based financing, residential and commercial financing and cash management services. For more information, please refer to our most recent Form ADV Part 2A or Form CRwhich may be found at