Brian Callahan

You work hard, is your money working hard for you?

Philosophy

"No one will care more about your hopes, dreams, and aspirations than me.”

Value statement

I listen to each customer and convert his or her wants, needs and desires into financial goals as part of a specific investment plan. My understanding of their goals is the basis for providing a creative and sound wealth management plan, which I support with a commitment to service and integrity.

Approach

• Endowment research approach
• Risk level based on your needs and comfort level
• Client service focus
• Complete financial perspective and full service
• Bond ladders
• Individual stocks, ETFs and mutual funds
• 401k plan design review and management

Global Insight Monthly

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

Read more in Global Insight Monthly

Become a client

If you are not already a valued client, I invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.