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The Luthy McCallum Group

Purposeful, holistic planning for the life you're building and the people who matter most.

 

Client Centered

Client Centered

At the Luthy McCallum Group, wealth management is personal. We take the time to listen, ask thoughtful questions, and understand the full picture: your family, your values, your goals for today and for generations to come. Our holistic, tax-aware approach goes beyond investments to address the things that truly matter, from protecting what you've built to planning for the people you love most. With the experience of our team, the full resources of Baird behind us, and deep roots in the Durango community, we provide clear and personalized guidance designed to support the life you envision, now and for the years ahead.

Individuals & Legacy 

We offer a wealth management experience that supports the preservation and growth of multi-generational wealth. Our work can range from helping to buy a vacation home to setting up gifting strategies for transferring wealth to their children.

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Foundations and Endowments

We partner with Baird's dedicated institutional consulting experts specializing in servicing foundations, endowments, certain trusts, pension funds and defined benefit plans

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Young Professionals

You invest a great effort into building a professional career and financial foundation for yourself, which we are equipped to support with our planning expertise and commitment to what’s important to you. 

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9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

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