Callesen Wealth Management

Call Directions Website Contact the business

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 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

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-l...
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.

Happy 2-Year Work Anniversary, Kaelee!We’re so grateful to have Kaelee as part of our team! Her kindness, dedication, an...
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.

Fifteen minutes now can save a scramble in January. Five year-end items worth checking off before the calendar turns. ...
10/21/2026

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

Medicare Open Enrollment is a good annual habit — just don't mistake it for long-term care planning. The two cover very ...
10/19/2026

Medicare Open Enrollment is a good annual habit — just don't mistake it for long-term care planning. The two cover very different things.

Open enrollment isn't just a health plan decision. A quick rundown of the benefits worth double-checking before your ele...
10/16/2026

Open enrollment isn't just a health plan decision. A quick rundown of the benefits worth double-checking before your election window closes.

Not every big expense is an emergency — some are just expected costs you haven't budgeted for yet. Sinking funds close t...
10/14/2026

Not every big expense is an emergency — some are just expected costs you haven't budgeted for yet. Sinking funds close that gap.

That windfall doesn't have to feel different from your paycheck. Why the source of money changes how we spend it — and w...
10/12/2026

That windfall doesn't have to feel different from your paycheck. Why the source of money changes how we spend it — and why it shouldn't.

Paying a personal bill from the business account might seem harmless — until it complicates your books, your valuation, ...
10/09/2026

Paying a personal bill from the business account might seem harmless — until it complicates your books, your valuation, or your liability protection.

Three of history's most infamous market crashes happened in October — which is exactly why the month has a reputation it...
10/07/2026

Three of history's most infamous market crashes happened in October — which is exactly why the month has a reputation it may not deserve.

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

Alerts

Be the first to know and let us send you an email when Callesen Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Callesen Wealth Management:

Shortcuts

Share

Category