Our Mission Statement Is Simple.
We exist to bless our clients, team and the communities where we live and work. Our vision is to be the most trusted for our professional knowledge, integrity and personalized service.
Here’s How We Got Started
Our multigenerational family company has roots in Manistee, Michigan dating back to 1969. That’s when Richie Callesen, father of our current CEO, Nicholas, made his way into the financial services industry. We’re proud of where we started and how far we’ve come, and we’re excited to make you and your legacy a part of our firm’s future.
Richie Callesen leaves his job at Michigan Tool to begin door-to-door sales of life insurance in Manistee, Michigan.
Rich becomes one of the top life insurance salesmen in the country, qualifying for the Million Dollar Round Table.
Callesen & Associates expands their offerings to include mutual funds.
Focused entirely on investments, the firm phases life insurance sales out completely.
Nick Callesen graduates from Central Michigan University with a Bachelor of Science in Business Administration with a major in Finance and begins his career with large investment firms in Grand Rapids and Indianapolis.
With an immense amount of growth in the firm, Nick and Thea Callesen return to Manistee to help Richie and his wife, Natalie, run the family business.
Richie retires, and Nick and Thea purchase the firm.
Callesen & Associates became Callesen Wealth Management and adopts a new strategy of investing in individual stocks and stock ETFs, with less reliance on mutual funds.
Ryan Gorman becomes Chief Investment Officer and wealth advisor.
Ryan becomes a shareholder in the company.
Callesen Wealth Management celebrates 50 years.
And Here’s Where We’re Headed
Our Commitment to the Future
With a focus on bringing our clients experienced, knowledgeable advice, our team today offers an impressive array of educational backgrounds including multiple majors in Finance, a CFA, two CMTs and one AIF. As we grow and change, we’re dedicated to always helping our clients stay focused on where they want to go, how to get there and what needs to happen to realize their dreams.