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The WealthManagement.com Industry Awards ("Wealthies") celebrate its 10th year in 2024. Winners will be announced at a gala and awards ceremony in New York City on September 5th. IncomePath founders Dr. Michael Finke and Tamiko Toland will attend the gala and networking event.

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ADV Part 1
ADV Part 2A

Callan Family Office is the exclusive trademark licensee of Callan LLC. Callan LLC provides products and services to Callan Family Office. Clients of Callan Family Office are not clients of Callan LLC, and the parties are not affiliated. CALLAN, CALLAN FAMILY OFFICE and the other Callan trademarks and service marks are registered and/or unregistered trademarks of Callan LLC and may not be used without its permission. INVESTMENT ADVISORY SERVICES AND PRODUCTS PROVIDED TO CLIENTS OF CALLAN FAMILY OFFICE ARE PROVIDED SOLELY BY CALLAN FAMILY OFFICE AND NOT BY OR ON BEHALF OF CALLAN LLC. REPRESENTATIVES OF CALLAN FAMILY OFFICE ARE EMPLOYEES AND AGENTS OF CALLAN FAMILY OFFICE AND NOT EMPLOYEES OR AGENTS OF CALLAN LLC.

Callan Family Office (CFO) is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The publication of this content should not be construed by anyone as a solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice. A copy of CFO’s current written disclosure statement as set forth on Form ADV, discussing CFO’s business operations, services, and fees is available at www.adviserinfo.sec.gov.

CFO does not provide tax or legal advice. You should contact your tax advisor, accountant and/or attorney before making any decisions with tax or legal implications.