“Caleo emanates from a Latin term, meaning “the flame within.” As entrepreneurs, we have a healthy respect for the passion, commitment, and ingenuity it takes for one to succeed in commerce and life itself. Entrepreneurs, professionals, artists, and musicians, although they may greatly contrast invocation, all share the same burning desire inside-to create and build something meaningful. This comes from their “Caleo”, their flame within. We like to think we share our clients’ drive and passion and take a collaborative approach to wealth management, in order to partner with you to achieve your investment goals.”