Taking a Team Approach to Optimizing Your Financial Future
We believe that a team approach adds a broader perspective to the work we do, maximizes our ability to exceed the expectations of our clients and ensures that every detail gets the attention you deserve.
We begin each morning with a review of the previous day and a detailed preview of the day ahead. During this time, we communicate ongoing projects and share success stories. We also evaluate whether we are meeting the high standards set forth in our Client Bill of Rights and discuss steps to remediate anything that doesn’t measure up.
Did You Know?
As of 2019, Callesen Wealth Management has been dedicated to serving others for 50 years. This milestone is a proud moment for our entire team, and something we're excited to share with our clients.