Callan Capital is an independent, 100% family-owned multi-family office and investment advisory firm providing comprehensive wealth management services to families and individuals.

Here is what makes us unique:

• Family Owned and Operated Organization - Family Values demonstrating performance with integrity.
• Experienced Team - Our team has over 16 years of industry experience.  We are experts in advanced wealth management and financial planning techniques which will be relevant to your situation.
• Independent Advisors - Callan Capital provides our clients with independent and objective advice.  In addition, we have the ability to utilize the resources of all the major banks and Wall Street firms instead of being limited to a single offering or platform.  This access provides cost savings and more competitive financial solutions for our clientele.
• Your Integrated Family Office - Callan Capital provides a comprehensive resource in each of the areas important to a significant estate: Asset management, concentrated stock strategies, financial planning, private banking, tax minimization, lending, insurance, philanthropic planning, trust and intergenerational wealth transfer.
• Boutique - With less than 60 clients, our firm is able to provide exceptional service and expertise to a select few high net worth families.
• Fiduciary responsibility - Unlike most brokerage firms, Callan Capital is a Registered Investment Advisor (RIA) which means we have a fiduciary responsibility to act in the best interest of our clients. We receive no commission, no third-party payments and have no financial interest in the services or investment products we recommend. This allows our clients to work with us free of conflicts, provides complete transparency and ensures that our interests are completely aligned with our clients.

Our tenets, objective advice and personalized service, provide our clients institutional capabilities with a boutique experience. Simply put, Callan Capital’s goal is to efficiently and effectively add value for our clients.

Traditionally, families and individuals have turned to several disconnected sources for assistance with their wealth management needs- investment, tax, insurance, and legal.

There are major problems with this approach. No single person or firm is charged with the overall responsibility of coordinating the client’s entire wealth management plan. Many mistakes can be made when one advisor is acting in a silo and isn’t aware of what another advisor is recommending.

At Callan Capital, we streamline the complexities that come with affluence and provide comprehensive wealth management solutions to meet the needs of our clients. Working in close cooperation with your family and your team of advisors, we help create a vision and implement a process for you that will work today- and will continue to work for generations to come.