Caleb Bagwell

As a wealth impact advisor, Caleb’s passion is to help his clients unlock the full potential of their wealth through financial planning, investment management, and philanthropic consulting. Connecting wealth and purpose creates impact, and this requires intentionality and expertise.

Caleb has had the privilege to serve over 3,000 families, helping them clearly articulate their goals and build plans for lasting impact. Now with a concentrated focus at EverSource, Caleb engages with families who understand the powerful effect their wealth can have when stewarded well.