Walking you through tailored strategies and solutions, play-by-play to help move you and your finances closer toward your goals. As we get started, we'll take as much time as we need to learn more about you, your values, your family and what's most important to you. In doing so, we'll focus on establishing your short- and long-term goals.
From there, we'll get to work developing a wealth plan and establishing which in-house investment model may be right for you. Our firm has been helping a wide variety of clients for over 50 years, meaning we've seen it all. You're a driven individual, and you're talented at what you do. But that doesn't mean you have the time, patience or know-how to devote to organizing your financial picture.
From there, we'll get to work developing a wealth plan and establishing which in-house investment model may be right for you. Our firm has been helping a wide variety of clients for over 50 years, meaning we've seen it all. You're a driven individual, and you're talented at what you do. But that doesn't mean you have the time, patience or know-how to devote to organizing your financial picture.
Services
Our Story
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We exist to bless our clients, team and the communities where we live and work. Our vision is to be the most trusted for our professional knowledge, integrity and personalized service. Our multigenerational family company has roots in Manistee, Michigan dating back to 1969. That's when Richie Callesen, father of our current CEO, Nicholas, made his way into the financial services industry.
Meet Your Team
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We believe that a team approach adds a broader perspective to the work we do, maximizes our ability to exceed the expectations of our clients and ensures that every detail gets the attention you deserve. As of 2019, Callesen Wealth Management has been dedicated to serving others for 50 years. This milestone is a proud moment for our entire team, and something we're excited to share with our clients.
How We Help
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Since you're taking the time to read this content, we want it to be easy for you to find what you're looking for. So, allow us to ask, "How may we help you?" We've found that we can typically bring the most value to those who have accumulated $500,000 or more in investable assets.
Through comprehensive wealth planning and in-house investment models designed to address your needs, our team is dedicated to bringing financial clarity and personal confidence to your life.Our goal is to provide an assortment of strategies for investors in all stages of life, from the accumulation stage to those looking for asset preservation plans.
Through comprehensive wealth planning and in-house investment models designed to address your needs, our team is dedicated to bringing financial clarity and personal confidence to your life.Our goal is to provide an assortment of strategies for investors in all stages of life, from the accumulation stage to those looking for asset preservation plans.
Learning Center
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Creating a plan or road map for your personal finances is essential, no matter how much money you earn. This goes for both normal Americans and celebrities. A poor financial decision can lead to the same challenges for everyone. While paying online has become easier and more accessible over the years.
Getting Started
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This map needs to take you where you want to go. It is composed of your dreams and aspirations for your family's future and should provide the means and the route to get there confidently. We are in the map-making business! We have a multi-step process to construct your personal wealth plan that we've built with you in mind.
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