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

Market overview: A new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Read the Global Insight 2024 Outlook »

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.