# Callery Wealth Management Limited

- **Website:** <https://callerywealthmanagement.ie>
- **Primary alias:** `callerywealthmanagement.ie`

## Description

Callery Wealth Management Ltd. is a Dublin-based financial advisory firm offering life-stage financial planning to help individuals and families manage their financial needs and work toward their goals. The firm serves clients across different stages of life, with dedicated planning areas for families and foundations, career professionals, people planning for retirement, and those entering retirement’s “second life.”

Its approach follows the Financial Planning Standards Board’s six-step process, providing a structured framework for understanding each client’s circumstances, considering available options, and supporting informed financial decisions. Callery Wealth Management recognises that financial requirements can change as personal circumstances evolve, and its guidance is designed to help clients prepare for key needs and future financial security. The firm identifies itself as a Certified Financial Planner™ professional and is regulated by the Central Bank of Ireland.

Based at 8–9 Westmoreland Street in Dublin, Callery Wealth Management also provides a client communications library and publishes terms of service and privacy information.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [linkedin](https://linkedin.com/company/callery-wealth-management)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idUsaBFk3x/w/442/h/410/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1793014676385)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idUsaBFk3x/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793014676591)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Santa Fe | #a46952 | accent |
| Saratoga | #646a13 | dark |
| White | #ffffff | light |

## Fonts

- var(--heading_font) — asset _(custom)_
- var(--font_default) — asset _(custom)_

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_Source: <https://brandfetch.com/callerywealthmanagement.ie>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._