Callesen Wealth Management

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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

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.

Same average return, wildly different outcomes — the order returns happen in during retirement can matter as much as the...
10/05/2026

Same average return, wildly different outcomes — the order returns happen in during retirement can matter as much as the return itself.

A 0.5% difference in APR or APY can matter more than you'd think once you look closely. Here's the distinction that trip...
10/02/2026

A 0.5% difference in APR or APY can matter more than you'd think once you look closely. Here's the distinction that trips up even savvy savers and borrowers.

Jandin has been busy learning in the desert! 🌵She spent the past few days in Scottsdale, Arizona, attending The Summit 2...
10/01/2026

Jandin has been busy learning in the desert! 🌵

She spent the past few days in Scottsdale, Arizona, attending The Summit 2026, an educational conference focused on tax planning and strategies for financial advisors.

We’re always looking for ways to learn, grow, and continue providing the level of service our clients deserve.

We’re excited to hear all about Jandin’s biggest takeaways and start putting some of those new ideas to work!

The pain of a loss tends to outweigh the joy of an equal gain — and that imbalance drives more investing mistakes than t...
09/30/2026

The pain of a loss tends to outweigh the joy of an equal gain — and that imbalance drives more investing mistakes than the market ever does. Here's how to keep it from steering your decisions.

09/28/2026

Should your kids know how much money you have?

It can be a difficult question. Mason shares why it’s less about knowing every detail and more about making sure your family understands your wishes and the plan you have in place.

Check out our blog:
https://callesenwealth.com/blogs-and-videos/family-continuity-plan

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.

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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