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Whether you’re a business owner planning an exit or a family looking for trusted wealth guidance, our team is ready to listen. Reach out today and gain confidence.
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Have a question or ready to take the first step? Simply fill out the form and an advisor from McCall Wealth will reach out shortly.
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Questions We Hear...
Thinking about an exit or looking for wealth guidance often comes with a lot of “what ifs.” That’s why we’ve pulled together answers to some of the most common questions business owners and families ask us.
Are We Fiducaries?
Yes. Our team sits under the Raymond James umbrella as investment advisors. We are bound to the rules and regulations of FINRA and the SEC. In addition, many of our advisors are CERTIFIED FINANCIAL PLANNERS®. We follow a fiduciary standard throughout the financial planning engagement. You can read more about the CFP ethics standard here.
You’ll be paired with a dedicated lead advisor who follows McCall Wealth Advisors’ Cornerstone Process while bringing their own perspective and expertise to your exit journey. Behind them is a full support team, so you never have to re-explain your goals.
What Happens After I Sell My Business?
Your exit is just the beginning of a new chapter. We guide you through managing liquidity, reducing taxes, preserving your legacy, and creating an investment plan that supports your long-term goals and lifestyle.
What Services do You Offer?
Our services include:
- Investment Management
- Charitable Solutions
- Private Wealth Planning
- Business Owner Planning
- Education Planning
- Estate, Philanthropy & Trust Services
- Risk Management
Do You Work With My Professionals?
Exiting a business involves attorneys, accountants, bankers, and more. We collaborate closely with your existing advisors—or connect you with our network of trusted professionals—to create a seamless and coordinated exit strategy.
Do You Align My Exit With My Goals?
We believe a successful exit isn’t just about the sale price—it’s about what comes next. Through our Cornerstone Process, we connect your business transition to your personal values, lifestyle, and legacy goals so your exit creates the future you envision.
Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Book a Complimentary Assessment
In a short, no-obligation call, we’ll listen to your goals, understand where you are, and outline simple next steps—whether you’re planning an exit or building family wealth.
