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

Net worth, savings rate, runway — three numbers that tell you more about your financial position than your salary ever c...
09/02/2026

Net worth, savings rate, runway — three numbers that tell you more about your financial position than your salary ever could. Start here before making your next money move.

Hello, September! 🍂Summer sure flew by, and fall is right around the corner! What are you most looking forward to this f...
09/01/2026

Hello, September! 🍂

Summer sure flew by, and fall is right around the corner! What are you most looking forward to this fall?

Share your fall plans with us in the comments!

Rebalancing means trimming what's done well to buy more of what hasn't. It feels backwards — but it's one of the most di...
08/31/2026

Rebalancing means trimming what's done well to buy more of what hasn't. It feels backwards — but it's one of the most disciplined habits in investing.

Think financial planning is just about investments? That's actually the smallest piece of what a complete plan covers. ...
08/28/2026

Think financial planning is just about investments? That's actually the smallest piece of what a complete plan covers.

Medicare covers a lot in retirement — long-term care generally isn't one of them. Here's who actually foots the bill whe...
08/26/2026

Medicare covers a lot in retirement — long-term care generally isn't one of them. Here's who actually foots the bill when care is needed.

We had an amazing turnout for our Lakeshore Classic Pickleball Tournament and are so grateful for everyone who came out ...
08/24/2026

We had an amazing turnout for our Lakeshore Classic Pickleball Tournament and are so grateful for everyone who came out to join us! It was such a fun event to host, and we loved seeing so many people from our community come together for a great cause. 🏓

A huge thank you to all of the players, volunteers, sponsors, and supporters who helped make the tournament such a success. We’re especially thankful to everyone who joined us in supporting the Manistee Armory Youth Project! 💙

Parkdale Auto Sales & Service
Manistee Performance Gym
Jus Green Lawn Solutions
Bob's Roofing Company
Manistee Pickleball Association
Armory Youth Project
Lakeshore Construction
Will Zoscsak Logging and Trucking
Mimi’s Kitchen

Save 10%. Keep 3 to 6 months of expenses. Rules of thumb are a fine starting point — but they're not built for your spec...
08/24/2026

Save 10%. Keep 3 to 6 months of expenses. Rules of thumb are a fine starting point — but they're not built for your specific situation.

How much life insurance is actually enough? A simple framework called DIME can help you calculate a real number instead ...
08/21/2026

How much life insurance is actually enough? A simple framework called DIME can help you calculate a real number instead of guessing.

529 plan or custodial account? Both help you save for a child's future, but they work very differently once it's time to...
08/19/2026

529 plan or custodial account? Both help you save for a child's future, but they work very differently once it's time to use the money.

If your business depends on one or two people, what happens if something happens to them? Key person insurance protects ...
08/17/2026

If your business depends on one or two people, what happens if something happens to them? Key person insurance protects the business itself, not just the individual.

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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