Caledonia Wealth Management, Ltd.

Caledonia Wealth Management serves individuals, families, trusts, estates, pension plans and related entities, providing discretionary investment management and financial planning on a fee‑only basis. The firm manages roughly $78 million across client accounts and delivers portfolio management and planning services tailored to each client’s objectives.

The firm implements its advice through in‑house “investment programs” (about 20 options) that include both Sustainable and Traditional portfolios, using a primary strategic asset allocation framework with a tactical overlay and periodic rebalancing. Caledonia uses fundamental and technical analysis, seeks full discretionary trading authority for most accounts, and works through independent custodians such as Charles Schwab to execute and report trades.

Compared with many peers, Caledonia may implement borrowing within separately managed accounts and typically operates under limited powers of attorney and custodial arrangements that permit fee deduction and trade execution — practices that are statistically uncommon among similar supported firms. The firm also highlights explicit Sustainable Investment programs alongside traditional strategies and offers a range of planning services (including cross‑border and philanthropic planning), which clients can combine across multiple managed accounts.