CALEDONIA WEALTH MANAGEMENT

Grow. Sustain. Protect.™ These are the principles on which Caledonia Wealth Management, an emerging leader in the Sustainable Investment movement, is built. Founded by financial advisors Timothy Barnett and David McMillan, Caledonia Wealth Management was born out of a shared vision of putting clients and their values first, as well as out of recognition of the growing interest in investments guided by environmental, social, and governance issues... Caledonia Wealth Management, Ltd is an investment adivser licensed by the Colorado Division of Securities... Providing a full range of wealth management services including retirement, tax and insurance planning, Caledonia offers traditional investing services, but specializes in providing clients with customized Sustainable Investments. As a full service, fee-only wealth management firm, Caledonia ™s client-centric, personal approach is comprehensive and consultative, providing transparency, clarity, and commitment free from conflicts of..

Also known as: Caledonia Wealth Management, Ltd.

Primary location: Boulder United States