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 An Advisory Firm
Built With You in Mind.

Money Doesn’t Have To Be Complicated.

Effective Game Plan Grand Rapids, MI Callesen Wealth ManagementEffective Game Plan

Walking you through tailored strategies and solutions, play-by-play to help move you and your finances closer toward your goals.

Advice in Common Language Grand Rapids, MI Callesen Wealth ManagementAdvice in Common Language

Talking with you, not at you - in easy-to-understand, jargon-free speak.

Straightforward Fees Grand Rapids, MI Callesen Wealth ManagementStraightforward Fees

Simple and transparent fees designed to help align our success with your success.

Meet Our Team

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