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Callan Capital Targets Clients of Substantial Net Worth

Callan Capital, a boutique wealth management firm focusing on high net worth clients, announced its formation in La Jolla on March 5.

The firm was formed by three brothers, Trevor, Tim and Ryan Callan. The three worked previously with Merrill Lynch, where they also worked with high net worth individuals , often those worth in excess of $10 million. Notably, the brothers managed a total of $300 million in assets among fewer than 60 families.

Chief Executive Officer Trevor Callan said that the company offers unique services such as 100-year plans for multi-generation wealth transfers.

, Andy Killion

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