Matthew D. Callero, CRPC®

Leading provider of financial services and relentless advocates for our clients

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Callero Capital Wealth Management Matthew D. Callero, CRPC®
Mount Prospect, IL

Serving Clients Nationwide

Leading provider of financial services and relentless advocates for our clients

8 Certified Advisor Reviews™
5 out of 5 Stars
Jump to Reviews

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 local communities 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

FINRA Lookup

View Disclosure

Who 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

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 11, 2025
The team at Callero Capital has helped me in countless ways over the years.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Carl W.
Carl W.

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 11, 2025
Callero Capital is an excellent financial management company. They significantly reduced my portfolio fees when I switched from a big brokerage company to this independent firm. My portfolio gains have met and exceeded my expectations. I know Matt Callero is proactively managing the portfolio for my best interests, and I would and have strongly recommend Callero Capital to family and friends.
Relationship to Financial Advisor: Client as of Jun 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Richard S.
Richard S.

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 11, 2025
Callero Capital is an independent firm that focuses on my financial growth vs. their commissions. The company saves me money by investing in funds that meet my financial goals while lowering the commission fees. They have helped my children set up their own retirement and investment accounts and have offered sage advice to all of us when we are facing significant financial decisions. I would highly recommend using Callero Capital for your wealth management needs!
Relationship to Financial Advisor: Client as of Jun 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Susan A.
Susan A.

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 11, 2025
Matt and his team have been instrumental in my investment strategy over the past 15 years. Matt clearly explains complex investment strategies which makes me feel extremely confident in our financial decisions. Beyond the technical expertise, Matt is also a very strong communicator always there to answer any questions I might have. He anticipates market movements/conditions and will call recommending new investment strategies while always keeping my long term goals in sight. Matt is top of class and would recommend him and his team to anyone.
Relationship to Financial Advisor: Client as of Jun 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Brad B.
Brad B.

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 11, 2025
I have been working with Matt Callero for 15 years. He is prepared, honest and looks out for my best interest. Really has helped put together my investment portfolio.
Relationship to Financial Advisor: Client as of Jun 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Patrick M.
Patrick M.

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 11, 2025
Trustworthy and patient with a servant mindset to go above and beyond for their clients.
Relationship to Financial Advisor: Client as of Jun 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Chris M.
Chris M.

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 11, 2025
I have worked with the Callero family for many years, from my first mortgage to tax preparation to financial advice. Matt is very professional, knowledgeable and a pleasure to work with.
Relationship to Financial Advisor: Client as of Jun 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Frank B
Frank B

Many years of professionalism

✅ Wealthtender Certified Advisor Review™
May 22, 2025
Matt and his team have handled my investments for both personal and my business since 2012. I have experienced his outstanding professionalism, patience, and have benefitted from his deep understanding of special retirement plans with massive tax savings. I have referred many friends and family to his company. I am now retired and Matt oversees my retirement income to keep me on track. Matt is a trustworthy and honest service professional.
Relationship to Financial Advisor: Client as of May 22, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for David C.
David C.