Caliber Wealth Management
We empower clients to transform stress and uncertainty into confidence and fulfillment through personal wealth guidance.
There’s more to quality wealth management than just managing money. It’s about making sense of all your financial matters and addressing the things you may be missing or unsure about. At Caliber Wealth Management, we take the complex and confusing and make it simple and straightforward. When you put the collective wisdom, experience, and capabilities of our full team to work for you, we help you move forward with clarity and confidence.
We offer services such as:
- Holistic Financial Planning tailored to your goals, life stage, and values
- Fee-Only Investment Management with a long-term, disciplined approach
- Tax Strategy & Planning to help reduce liabilities and increase efficiency
- Retirement Planning focused on sustainable income and lifestyle clarity
- Estate & Legacy Planning to protect and pass on your wealth intentionally
- Business Owner Services including succession, benefit plans, and growth planning
- Client-First Fiduciary Guidance with no commissions, ever
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.