Business Details
50+ Years
experience
Your Trusted Partner for Comprehensive Financial Planning
Callesen Wealth Management is a multigenerational family company rooted in Manistee, Michigan, since 1969. We specialize in comprehensive wealth planning, investment management, and fiduciary advisory services, prioritizing personalized client relationships and long-term financial clarity. Our team of certified professionals, including CFA, CFP, and CMT designees, employs a disciplined, client-first approach to portfolio management and retirement planning. With over 50 years of experience, we focus on aligning investment strategies with individual client goals through transparent fee structures and innovative financial solutions. Our commitment to integrity, education, and community underpins every decision we make.We operate as a fiduciary, ensuring client interests always come first, and maintain rigorous compliance with industry regulations. Our proprietary investment process combines technical market analysis with fundamental stock screening to optimize client portfolios. We serve clients with $500,000+ in investable assets, offering tailored guidance for wealth preservation and growth. Our holistic approach addresses retirement income needs, risk tolerance, estate planning, and insurance strategies. Backed by a culture of continuous improvement and client education, we strive to build enduring relationships that transcend generations.
Services
Investment Management
Financial Planning
Retirement Planning
Insurance Review
Portfolio Analysis
Estate Planning
Risk Assessment
Wealth Strategy
Asset Allocation
Client Education
Details
- Year established: 1969
Highlights and features
- We operate as fiduciaries, legally obligated to prioritize client interests above all else
- Our team includes CFA, CFP, and CMT designees with decades of combined experience
- Proprietary Market Navigator system guides data-driven investment decisions
- Transparent fee structures with no hidden costs or revenue-sharing agreements
- 50-year legacy of serving Michigan clients with multigenerational wealth strategies
Associations and certifications
- FINRA
- SIPC
Services
Investment Management
Our investment management service employs a proprietary Market Navigator system to assess market health and guide strategic allocations. We combine technical analysis with fundamental stock screening to build diversified portfolios tailored to individual risk tolerance and financial goals. With a focus on long-term growth and risk mitigation, our team continuously monitors global economic developments to optimize client investments while maintaining transparent fee structures.
Retirement Planning
We develop customized retirement strategies addressing income needs, tax efficiency, and asset distribution. Our holistic approach evaluates portfolio appropriateness, Social Security optimization, and healthcare cost projections. Through annual plan refreshes and scenario modeling, we ensure clients maintain financial confidence throughout their retirement years while adapting to evolving market conditions and personal circumstances.
Financial Planning
Our comprehensive financial planning service integrates investment management with estate planning, insurance review, and tax-efficient strategies. We create personalized roadmaps that align short-term needs with long-term objectives, emphasizing education and transparency. By addressing all aspects of wealth management, we help clients achieve financial clarity and make informed decisions about their financial future.
Portfolio Analysis
We conduct detailed portfolio evaluations to ensure alignment with client risk profiles and financial goals. Our analysis includes asset allocation reviews, performance benchmarking, and diversification assessments. Using proprietary tools and industry-standard metrics, we identify opportunities for optimization while maintaining a disciplined approach to capital preservation and growth potential.
Insurance Review
Our insurance planning service evaluates existing policies for adequacy and suitability while guiding clients through new purchases. We specialize in life insurance, long-term care coverage, and risk management strategies that complement overall financial plans. By assessing protection needs alongside wealth accumulation goals, we help clients create balanced approaches to financial security for themselves and their families.
People
Nicholas K. Callesen
Chief Executive Officer/Wealth Advisor
Third-generation financial advisor with 30+ years industry experience. Holds CMT and AIF designations. Focuses on client experience and investment strategies. Graduated from Central Michigan University with Finance degree. Committed to multigenerational wealth management.
Thea Callesen
Chief Financial Officer
CFO and HR leader with extensive financial services background. Married to Nick since 1996. Ensures company financial health and cultural integrity. Known for strategic leadership and commitment to client-focused operations while maintaining family values.
Jandin Miller
Vice President of Operations
Certified Financial Planner with expertise in retirement transitions and technology integration. Manages 401k rollovers and estate transfers. Holds CFP designation. Balances client service with operational leadership while maintaining outdoor lifestyle and community involvement.
Mason Callesen
Wealth Advisor
Third-generation advisor combining traditional values with modern wealth management. National Guard member with disciplined approach to financial planning. Focuses on building lasting client relationships through personalized service and multigenerational perspective.
Aaron Gilman
Chief Investment Officer
CFA and CFP charterholder leading investment strategy development. Combines programming expertise with financial analysis to create proprietary tools. Oversees asset allocation and quantitative models while maintaining fiduciary commitment to client-centric solutions.
Questions
Are you legally required to act in my best interest?
Yes, we operate as fiduciaries, legally obligated to prioritize client interests above all else in all advisory relationships.
What investment approach do you use?
We employ a proprietary Market Navigator system combining technical analysis and fundamental screening to guide strategic allocations.
Do you serve clients outside Michigan?
While based in Michigan, we serve clients nationwide through virtual consultations and digital portfolio management tools.
What are your minimum account requirements?
We typically work with clients who have $500,000 or more in investable assets to provide comprehensive wealth management.
How are your fees structured?
We use transparent fee structures aligned with client success, avoiding commissions or revenue-sharing arrangements that create conflicts of interest.
How often do you review investment portfolios?
We conduct annual portfolio refreshes and continuous monitoring, making adjustments when necessary to maintain strategic alignment with client goals.
