Financial And Advisory Services
Three Pillars. One Vision.
At Calado Capital, we provide more than financial advice—we offer strategic partnership across the areas that matter most to your success. Whether you’re a business owner navigating a liquidity event, a high-earning professional planning your financial future, or an institution managing complex investments, our services are built to help you move forward with clarity and confidence. We provide comprehensive financial and advisory services for business owners, professionals, and institutions.
Our approach is integrated, drawing from deep expertise in wealth management, investment banking, and management consulting to offer seamless, personalized solutions.
Wealth Management
Wealth is more than numbers—it’s a reflection of your life’s work and your vision for the future. Our wealth management services are designed to help individuals and organizations grow, preserve, and strategically allocate capital across all phases of life and business.
We begin by understanding your goals—whether that’s retirement readiness, funding a next chapter, or leaving a legacy. From there, we create comprehensive, customized strategies that include investment and portfolio management, financial planning, and resource optimization.
Our financial advisor services include actively managing portfolios with a focus on performance, risk tolerance, and long-term objectives—always grounded in your financial priorities, never a one-size-fits-all model.
Calado Capital LLC is a Registered Investment Adviser in NY and MI. To learn more, please request our Form ADV Part 2A Brochure and Part 2B Supplement.
Management Consulting
We understand what it means to sit in the CEO seat—because we’ve been there. Calado Capital’s management consulting practice supports business leaders with strategic guidance rooted in firsthand experience.
We advise executives and boards on critical decisions tied to growth, restructuring, market repositioning, and operational alignment. From short-term planning to long-range transformation, we help leadership teams execute with clarity in fast-moving environments.
Through our advisor financial services, we support leadership teams with objective, finance-driven solutions that account for both strategy and execution.
Our founder brings 25+ years of leadership in private equity-owned businesses, international expansion, and post-crisis restructuring. That experience is now applied to help our clients move through complexity with confidence.
At Calado Capital, every engagement is built around one goal: to provide inspirational financial services 2 power your ambitions ®—with integrity, insight, and impact.
