Help preserve your family’s legacy
Explore strategies that will help make it last.
Jordan Callahan
Senior Financial Advisor
Vice President - Investments
Email Address
Jordan.Callahan@wellsfargoadvisors.comPhone Number
(314) 991-7815Toll Free
(800) 999-4448Find Me On
Jordan joined Wells Fargo Advisors in 2018, bringing a professional background in banking, finance and as a business owner. He has been passionate about helping people preserve and grow their wealth ever since experiencing his family’s wealth being embezzled as a child.
In 2021, Jordan formally co-founded the Kwawer Callahan Investment Consulting Group of Wells Fargo Advisors. He and his team provide a comprehensive range of wealth management services to help address the key aspects of their clients’ financial affairs, including managing their investments, working with their CPAs to help mitigate taxes, preserving their assets, taking care of their loved ones, and maximizing their charitable impact. With Jordan’s extensive experience and knowledge as a business owner, he and his team also provide specialized services to address the complex challenges of business owners, executives, and wealthy families.
In his time away from work, Jordan enjoys spending time with his wife and children, playing tennis, and reading history.
CA Insurance License Number: 4210481. Resident State MO.
More Than Investing
Comprehensive wealth management goes beyond selecting stocks, bonds or mutual funds, which is why we’ll work together to:
- Put in place strategies to help preserve your assets
- Pull in professionals to help ensure your estate plan is in place and updated
- Refine your plan as needed to help ensure your needs are met and your goals are achievable
Why You Should Consider Working With Us
As in most industries, there are professionals who specialize in working with clientele facing a certain circumstance or seeking a specific outcome.
Our firm has an in-depth understanding of serving the needs of high net-worth individuals and organizations.
Partnering with us means you will have someone working on your behalf who is:
- An early adopter of products and solutions best suited for substantial wealth
- Continually trained on topics of specific interest, including charitable giving and business succession planning
- Able to escalate support for services and products
- A participant of exclusive events focusing on Private Wealth matters
We believe these pillars of Access, Education and Support differentiate our ability to help you accomplish your complex, multi-dimensional wealth needs.
Selling or Transitioning a Business
If you are selling or transitioning a business, you’re making one of the most significant and personal decisions a business owner can make. Whether you’re preparing for retirement, exploring new ventures, or helping ensure your company continues to thrive under new leadership, it’s important to plan carefully and understand the full range of your options.
Every business, and every owner, is unique. The best strategy depends on many factors, including your investment goals, tax considerations, family dynamics, and the long-term vision for the company. Taking the time to explore your options early can help you achieve a smoother transition and the best possible outcome, both for you and your business.
Understanding your options
When it comes to selling or transitioning a business, there are several paths to consider. You might sell to a third party, transfer ownership to family members, or create an employee stock ownership plan (ESOP). Each approach carries different implications for valuation, control, taxation, and timing. Having a clear understanding of these differences helps you make informed decisions that align with your investment objectives and personal values.
Planning with confidence
A well-designed transition plan does more than facilitate a sale or transfer ownership, it helps you define what success looks like after the transaction. That may include securing your retirement income, helping ensure your employees’ stability, or preserving the business legacy you’ve built over the years. We can help you assess your goals, model various scenarios, and identify strategies to help protect your wealth throughout the process.
Guidance from specialized professionals
We have access to a team of business owner advisory specialists who work alongside us to provide tailored support. These professionals can help weigh your options, evaluate potential buyers or successors, and assist in managing through the many complex aspects of a business transition. By coordinating with your legal, accounting, and tax advisors, we strive to create a cohesive plan that serves your long-term interests.
Let’s start the conversation
Preparing to sell or transition a business is not something to navigate alone. The right guidance can make all the difference. My team and I are here to help you preserve what you’ve built, achieve your investment goals, and move forward with confidence.
Wells Fargo & Company and its affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.
Investment expertise and advice in an effort to help clients succeed financially
