Your Financial Family Office
At Kwawer Callahan Investment Consulting, we are our clients’ family office managing all aspects of their complex financial needs. We specialize in planning and executing dynamic financial and investment strategies. We have over 50 years of combined experience working with business owners, executives, high performers, and their families. We are focused on growing and preserving their wealth, planning for current and future needs, transitioning their wealth, business succession, and leaving a legacy. Simply put, we view our job as helping our clients have more money than life and more freedom to enjoy today, while enhancing tomorrow.
Our services are designed specifically for clients with at least a net worth over $1 million (excluding residence) or an annual income above $200,000 ($300,000 joint) for the last two years.
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