Kwawer Callahan Investment Consulting Group of Wells Fargo Advisors

Address: 10369 Clayton Road, Frontenac, MO 63131-2907
Phone: 314-991-7853  |  800/999-4448    Fax: 314-991-7879

Our Group

Kwawer Callahan Investment Consulting Group of Wells Fargo Advisors is a multi-family office specializing in planning and executing dynamic financial and investment strategies for an exclusive client base of business owners, executives, high performers, and their families, across the country. <br/><br/>With over a combined 50 years of experience, the family office creates highly customized solutions, with a focus on growing and preserving their clients? wealth. They do this through personalized investment management, business planning and transition, risk mitigation, tax strategy, retirement optimization, trust and estate planning strategy, family governance, philanthropic vision, legacy planning, and strategic borrowing.<br/><br/>Their 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. <br/><br/>Lasting relationships begin through mutual understanding and fit. Connect with them now. <br/><br/>For more information, please visit https://fa.wellsfargoadvisors.com/kwawer-callahan-icg

Our Associate(s): Jordan Callahan Financial Advisor ; Gary Kwawer Financial Advisor ; Matthew Peters Financial Consultant
Securities Registered in the following states: AL, AZ, CA, CO, CT, DE, FL, GA, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OK, SC, TN, TX, UT, WA, WI
United States: Missouri: Frontenac Branch