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

Callesen Wealth Management

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Manistee, MI
Callesen Wealth Management

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

11/02/2026

"Diversified" doesn't always mean what it looks like on paper. 📊

A portfolio can hold dozens of positions and still be quietly concentrated in one sector — tech, energy, financials, wherever the recent winners happen to be.

It's not about panic-selling your best performers. It's about knowing where your risk actually sits.

10/30/2026

👻 BOO from the Callesen crew! 🎃

Wishing everyone a safe and Happy Halloween from all of us at Callesen Wealth Management! 🧡🖤

10/30/2026

A handful of retirement moves only work if they happen before the calendar turns. What's worth checking before December 31.

10/28/2026

The earlier the FAFSA goes in, the more aid options tend to still be available. Here's what to have ready before you sit down to file.

10/26/2026

Last week, Nick attended “Seven,” an investing and financial planning conference held in Big Sky, Montana! The conference brought together 30 of the top financial advisors in the industry. Nick had the opportunity to speak to the group about investing and estate planning for high-net-worth clients, while also taking in some incredible views along the way!

10/26/2026

A plan review is about more than checking your returns. What an advisor is actually looking at when you sit down for one.

10/23/2026

A down year in a specific holding isn't only a loss — it can be a lever if used correctly before December 31. What tax-loss harvesting is, and where it gets tricky.

10/22/2026

Happy 2-Year Work Anniversary, Kaelee!

We’re so grateful to have Kaelee as part of our team! Her kindness, dedication, and positive attitude make such a difference to those around her and the clients we serve.

Thank you for all that you do, Kaelee! We appreciate you and are so lucky to have you!

10/21/2026

Luke breaks down what RMDs are, how they work, and what they mean for retirement planning.

Check out our latest blog for additional information or give our office a call at 231-723-8373 to schedule an appointment today!

https://callesenwealth.com/blogs-and-videos/required-minimum-distributions-what-retirees-need-to-know

Callesen Wealth Management is an independent office which offers advisory services through IFP Advisors, LLC, dba Independent Financial Partners, LLC (IFP), a Registered Investment Advisor and offers securities through IFP Securities, LLC, dba IFP, member FINRA/SIPC. Registration as an Investment Adviser or Broker-Dealer does not imply a certain level of skill or training. IFP and Callesen Wealth Management are independent entities.

10/21/2026

Fifteen minutes now can save a scramble in January. Five year-end items worth checking off before the calendar turns.

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

http://www.callesenwealth.com/

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