Matthew D. Callero, CRPC®
Leading provider of financial services and relentless advocates for our clients
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Serving Clients Nationwide
Leading provider of financial services and relentless advocates for our clients
Areas of Focus
- Capital Gains
- Employee Benefits
- Estate Planning
- Financial Life Planning
- High Net Worth
- Inherited Wealth
- Insurance
- Investing
- Investment Management
- Loss of Spouse or Partner
- Owning a Business
- Prioritizing Money
- Retirement Planning
- Saving
- Setting Up Retirement Accounts
- Tax-Smart Accumulation Planning
- Tax-Smart Distribution Planning
About Matthew D. Callero, CRPC®
Matthew Callero is the President of Callero Capital Wealth Management. He has been serving investor needs throughout Chicagoland since 2002. As a company Callero Capital has seen significant growth over the years and now provides ongoing financial services for clients in over 20 states.As a Chartered Retirement Planning Counselor, Matt specializes in providing comprehensive wealth management services which includes asset management, benefit plans design and implementation, retirement income planning, insurance planning, tax planning and estate preservation.
Matt completed Certified Financial Planner coursework from Northwestern University's School of Continuing Studies, Chartered Retirement Planning Counselor, CRPC® designation from The American College for Financial Planning. In 2002, Matt graduated from Spring Hill College (Mobile, Alabama) with a degree in Communication Arts.
As a dually licensed Investment Advisor and Registered Representative, Matt holds Illinois Insurance licenses for Life, Health, Fixed and Variable Insurance
Matt also maintains multiple FINRA Securities Licenses - Series 7, Series 65, Series 6, Series 63
Professional Designations
- Chartered Retirement Planning Counselor (CRPC)
Affiliations
-
Financial Planning Association
- Investments & Wealth Institute
Primary Location
1150 W. Northwest Highway, Suite B, Mt. Prospect, IL 60056
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Commissions
- Fee Based
- Fee Only
- Flat Fee
- Hourly Rate
- Package Offers
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form or give us a call to schedule an introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Callero Capital Wealth Management
Callero Capital provides independent financial services to affluent families and businesses. We understand that investors face many unique financial obstacles throughout their lives, and we are uniquely qualified prepared to help our clients face them head-on.We're Your Financial Team
As personal advocates for our clients outcomes, we believe the key to a successful financial life starts with communication. We take the time to understand our clients and help them set goals. We build and implement plans to achieve these goals and continually track progress toward reaching, periodically re-balancing and making necessary adjustments along the journey. We are experts in tax minimization as it relates to investments and estates. As your partner, we work closely with your outside advisors in other fields to ensure that every piece of your financial life is working together in one seamless package.
Why Our Clients Choose Us
✔️ We are your partner to guide/coach and monitor your progress.
✔️ Our network breadth and depth of institutional level strategies is second to none.
✔️ Our service is our product, whatever solution is best for our client is also best for us.
✔️ We enjoy our work of serving the financial needs of others.
✔️ You will receive personal attention and responsive service from our professionals.
✔️ We are an independent, privately owned firm who has served businesses and the affluent for decades.
Callero Capital Wealth Management Inc. and Osaic Wealth are separately owned entities.
Services and products mentioned here are independent of Callero Capital Wealth Management and Osaic Wealth Inc. Securities and investment advisory services are offered through the Osaic Wealth, Inc. network. Osaic is a member of FINRA/SIPC.
Education
Spring Hill College, B.A. in Communication Arts and Media, Northwestern University School for Continued Studies CFP® Program, College for Financial Planning CRPC® Program
Volunteer Experience
Coaching Youth Sports, Former School and Parish Finance Committees, Member of President's Advisory Council for Woodbury Financial Services / Osaic Wealth
Hobbies and Interests
- Entertaining
- Family
- Golf
- Music
- Sports
SEC Lookup
View DisclosureFINRA Lookup
View DisclosureWho We Serve
- Accountants
- Attorneys
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Entrepreneurs
- Gen X
- Gen Y / Millennials
- Gen Z
- Healthcare Professionals
- Individuals
- Investors
- Living in Retirement
- Nonprofit Employees
- Physicians
- Real Estate Agents
- Sales Professionals
- Single Women
- Technology Professionals
- Widow
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Many years of professionalism
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