Transparency is paramount.

Investment Advisory Services offered through Calderwood Financial Strategies, Inc., an SEC-registered investment adviser.


Investments in securities involve risk, including the potential loss of principal invested.
No offers may be made or accepted from any resident inside a state(s) without proper licensing and registration.

IMPORTANT: Please contact me at or by calling (713) 808-9077. The site may contain links to articles or other information that are contained on a third-party website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third parties on social media sites. We do not control, serve, adopt or endorse any content that may be published on any social media site. No part of any social media site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. At our discretion, we may block followers or remove comments for any reason.  We request that you keep your comments within the purposes of this site. In your comments, please avoid specific mention or discussions about investment advice or products, specific securities or investments, or trading strategies.  The entire content of the site, including third party posts, is archived to comply with securities regulations.

It is up to you to read and understand the privacy policies and terms of service for each social media site you participate in, which includes joining any groups.  While we have a presence on one or more social media pages, we have no control over how the social media sites or other third parties will use the information you share.

IMPORTANT: We do not provide customer service or enable financial transactions through any social media site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact our office directly. You should never post personal, account or transaction information anywhere on this site.

 “Likes”, “Favorites” or other similar functionality available through social media sites should not be considered a positive reflection of the services offered by Calderwood Financial Strategies, Inc. Visitors to this page must avoid posting positive reviews of their experiences with the adviser or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of Calderwood Financial Strategies, Inc.

In certain instances, direct messages may be sent through social media sites.  Such messages, which may be confidential and/or privileged, are intended for use only by the intended recipient, any review; copying, distribution or use of these transmissions is strictly prohibited.  If you receive a message in error, please (i) notify the sender immediately and (ii) destroy all copies of the message.

Brightscope Disclosure:

Working with an advisor that is listed in the Brightscope Financial Advisor Directory cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with an advisor that is listed in the Brightscope Financial Advisor Directory will produce or achieve better results than working with an advisor not listed in the Brightscope Financial Advisor Directory. Brightscope, Inc. is not affiliated with FSC Securities Corporation.