AUSTIN, Texas, April 5, 2017 /PRNewswire/ -- Callan Capital, a La Jolla, CA headquartered independent wealth management firm, recently opened a new office in Austin, TX to accommodate growth and service an expanding Austin, TX client base.
"The decision to expand our presence in the flourishing Austin, TX area was a logical step in our business growth strategy," said managing partner Trevor M. Callan, CIMA®, CPWA®. "Callan Capital serves corporate executives and entrepreneurs, and the Austin area market is a seamless fit due to the increase in relocating corporations and executives."
Callan Capital's advantages are servicing entrepreneurs and corporate executives, integrating with trusted advisors and serving as a fiduciary. In 2016, the firm focused on strengthening its technology offering for clients and in 2017, the firm intends to focus on expansion.
About Callan Capital
Callan Capital is La Jolla based wealth management firm specializing in financial planning and asset management services for affluent families, corporate executives and entrepreneurs. Callan Capital's suite of services include financial planning, asset management, executive benefit planning, retirement planning, risk management, tax minimization, estate and trust planning and philanthropic planning. Callan Capital provides clarity, direction and discipline to financial choices clients make everyday. Please visit www.callancapital.com, read our blog at www.callancapital.com/blog, and follow us on Twitter (@callancapital) and LinkedIn (https://www.linkedin.com/company/callan-capital).
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 which may be found at http://www.adviserinfo.sec.gov.This press release is being provided for informational purposes only and is not a solicitation for advisory services or a recommendation to invest in securities. *Data as of 12.31.16
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SOURCE Callan Capital