Jorge Calleja

We understand that what we create must be built on a foundation of integrity, open communication, and trust. Ask us anything. We are straightforward and to-the-point. Our goal is to explain your wealth plan in terms you can understand and relate.

We enjoy having authentic conversations and building a strong relationship with you. We are a high-touch group, and we believe communication is key so we can succeed together. We strive to build bonds with you and your family that extend beyond the business setting. We conduct ongoing reviews throughout the year, and we send timely updates to keep you informed.

We promise to accept only those clients whom we can exceptionally service. Our team follows one of the most stringent codes of ethics in the financial industry. We do not accept external financial arrangements. We are transparent about the costs of our financial recommendations. We want you to feel reassured that we have your best interests in mind.

You can expect our team to be open, honest, and to demonstrate mutual respect and honor. We have many strategic partners, additional members and robust resources to offer the most relevant and effective strategies for you, your business and your family. We want you to feel reassured that you will be given extensive support to address all of your needs and concerns.

As stewards of your wealth and legacy, it is our honor to safeguard your assets. We offer comprehensive wealth planning, which includes conversations that go beyond the topic of investment management. To make the most of your wealth, our practice is multidimensional and includes tax planning, estate planning, philanthropy management, legacy planning, equity compensation analysis, and other areas that are important to you.

We are a diverse team with different backgrounds and experiences committed to delivering exceptional ideas to your family. Today's world is changing and becoming increasingly complicated. Our team is well-connected and can solve financial complexities with a wider range of perspectives, novel approaches and creative planning.

WEE is a non-profit organization helping low income, high potential women in Africa start or grow a micro business for self-sufficiency. Ana Munro is on the Board of Directors and provides ongoing support to WEE's mission.

Through a holistic approach to child development, Compassion reaches children nationally and internationally to help release them from poverty.

This organization's primary mission is to bring more women into portfolio management and leadership roles. Their approach is inclusive: education, mentoring, internships and a supportive community.

The GFWC's local chapter is the Naples Woman's Club, a non-profit organization working to enhance the lives of others through philanthropic activities and volunteer service. Ana Munro serves as Sponsorship Chair and is a member of the Empowering Women Committee. Notable members of the GFWC include Sandra Day O'Connor (first woman Supreme Court Justice), Ellen Ochoa (first Hispanic woman astronaut to orbit space), Michelle Wie West (youngest woman to qualify for the LPGA), and Grace Brewster Murray Hopper (Naval Admiral who developed the Cobol programming language).

Ana Munro and The Calleja Group are proud supporters of Go Red for Women, an initiative whose mission is to bring awareness about prevention and warning signs of cardiovascular disease, the number 1 killer of women - causing 1 in 3 deaths each year.

Youth Haven was established to fulfill an immediate need for emergency shelter for children who have been removed suddenly from a traumatic home situation. A group of caring local individuals worked together with law enforcement and community partners to create a safe space for each of these children in need.

The Naples Players continually seeks to enrich, educate, and entertain the community through a superior theatre experience. TNP is a premier community theatre, seeking to inspire passion for the performing arts through unparalleled access to the process, experience, and conversations surrounding the arts and the community.

A 501(c)(3) not-for-profit charitable organization founded in 2002, the Golisano Children's Museum of Naples (CMON) is a brain-building powerhouse and Southwest Florida's first museum devoted to children and families. This safe and wonderful place inspires children and families to have fun while learning together.

The American Cancer Society is a leading cancer-fighting organization with a vision to end cancer as we know it, for everyone. They strive to improve the lives of people with cancer and their families as the only organization combating cancer through advocacy, research, and patient support, to ensure that everyone has an opportunity to prevent, detect, treat, and survive cancer.

The Shelter's mission is to lead and collaborate with the community to prevent, protect and prevail over domestic violence and human trafficking. Based in Naples, Collier County, FL, USA, The Shelter operates a 24-hour Crisis Line, two 60-bed emergency shelters (Naples and Immokalee, FL) and nine Transitional Living cottages in Collier County, FL. All in-house and outreach programs and services, training and education are provided free of charge.

Their mission is to be a professional opera company known for excellence and innovation by presenting quality opera, musical performances, education, and community engagement programs.

Gulfshore Playhouse is passionately committed to enriching the cultural landscape of the region by producing professional theatre to the highest artistic standards and providing unique educational opportunities to diverse groups of people in a spirit of service, adventure, and excitement. Their work is inspired by a belief in the magic of theatre to expand the imagination, challenge the senses, provoke discussion, and revitalize in the audience an understanding of our common humanity. This belief drives the care with which they treat artists, audiences, students, staff, and members of the greater community.

The MS Center is a community center that provides valuable resources to individuals, and their families, who are affected by multiple sclerosis. The center's goals are to reduce isolation, improve mobility, and reduce the risk of poor outcomes related to daily living.

Naples Ballet and Company is a 501(c), nonprofit organization dedicated to setting new standards for artistic excellence and promoting cultural enrichment by creating awareness of the art of dance within the Naples community. Their mission is to provide dancers of all ages with professional dance instruction and performance opportunities.

Naples Botanical Garden conserves the plants and habitats of the tropics, cultivates beauty, offers knowledge, and inspires the protection of nature.

Pace is one of the only multi-state gender-responsive, trauma-informed, and strength-based models for girls in the country, with a proven evidence base. Dedicated to changing the lives of girls through the development of critical life, health and mental health, and academic skills, Pace has a successful and proven program model that has changed the life trajectory of more than 40,000 girls and is recognized as one of the nation's leading advocates for girls.

Humane Society Naples is an independent nonprofit serving the public by providing care, shelter and placement into loving homes for orphaned animals in the Collier County area through pet adoptions. They never place a time limit on how long dogs, cats and other pets stay at their shelter.

Jingled Elves, Inc. is a 501(c)(3) organization providing funds to charitable organizations focused on improving the lives of women and children in Collier County, Florida.