Callesen Wealth Management

Callesen Wealth Management Giving you the confidence you need to succeed in these volatile markets. IFP and Callesen Wealth Management are not affiliated.

For more information about our firm and how we work hard every day to serve you, please visit www.callesenwealth.com Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. Third party posts found on this site do not re

flect the views of IFP and have not been reviewed by IFP as to accuracy or completeness. Finra: www.finra.org
SEC: www.sec.gov

Looking for some fun this summer? Grab your doubles partner and join us for the 2026 Lakeshore Classic Pickleball Tourna...
06/03/2026

Looking for some fun this summer? Grab your doubles partner and join us for the 2026 Lakeshore Classic Pickleball Tournament.

We hope to see you there!

Register here: https://pickleballtournaments.com/tournaments/581bf051-ce85-4cd7-9614-97fbf761995d

Armory Youth Project
Manistee Pickleball Association

Parkdale Auto Sales & Service
Bob's Roofing Company
Jus Green Lawn Solutions
Manistee Performance Gym
Will Zoscsak Logging & Trucking, Inc.
Lakeshore Construction

The decision of when to claim Social Security is one of the most consequential choices in retirement planning — and it's...
06/03/2026

The decision of when to claim Social Security is one of the most consequential choices in retirement planning — and it's permanent. Before you decide, understand what's actually at stake.

Working with a financial advisor isn't just about picking investments. The investment piece is just one part of a broade...
06/01/2026

Working with a financial advisor isn't just about picking investments. The investment piece is just one part of a broader picture.

Awareness of behavioral finance is the first step. A structured plan helps counter what your instincts are telling you. ...
05/29/2026

Awareness of behavioral finance is the first step. A structured plan helps counter what your instincts are telling you.

Investment outcomes are shaped by more than just market performance. A thoughtful approach can make all the difference o...
05/27/2026

Investment outcomes are shaped by more than just market performance. A thoughtful approach can make all the difference over time.

A once-a-year financial review doesn't need to be complicated — but these five areas are worth checking.
05/25/2026

A once-a-year financial review doesn't need to be complicated — but these five areas are worth checking.

Our office will be closed Monday, May 25th in observance of Memorial Day. Wishing everyone a safe and meaningful holiday...
05/21/2026

Our office will be closed Monday, May 25th in observance of Memorial Day. Wishing everyone a safe and meaningful holiday weekend!

How you take money out of retirement accounts matters just as much as how you save. A smart withdrawal plan can reduce t...
05/20/2026

How you take money out of retirement accounts matters just as much as how you save. A smart withdrawal plan can reduce taxes, protect against market swings, and help your savings last longer.

05/18/2026

When kids start earning money, especially from summer jobs, it’s a huge opportunity. Not just to build savings, but to build financial clarity and habits that can last a lifetime.

A sound investment strategy accounts for both risk tolerance and risk capacity. It's important to understand the differe...
05/18/2026

A sound investment strategy accounts for both risk tolerance and risk capacity. It's important to understand the difference.

Address

331 First Street, PO Box 396
Manistee, MI
49660

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12317238373

Website

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