Callesen & Associates

Our Commitment

Callesen Wealth Management is built on the belief that financial planning should be a collaborative process, tailored to your individual needs and aspirations. We prioritize open communication, transparency, and a deep understanding of your financial goals to develop a comprehensive and effective wealth management strategy.

Who We Are

Founded in 1969, Callesen Wealth Management is a trusted local firm with a team of experienced professionals dedicated to guiding individuals and families towards financial success. Led by Chief Executive Officer and Wealth Advisor Nicholas K. Callesen, CMT, AIF, our team brings a diverse range of expertise to the table, ensuring you receive the personalized attention and guidance you deserve.

The Callesen Difference

We believe in:

• A Team Approach: Our dedicated team works collaboratively to ensure every aspect of your financial life receives the attention it deserves.
• Transparency: We provide clear and concise information about your financial plan and progress.
• Client-Centered Focus: We prioritize understanding your unique goals and concerns to develop solutions that work for you.
• Long-Term Relationships: We are committed to building lasting relationships with our clients, offering ongoing support and guidance throughout your financial journey.

Our Services

Callesen Wealth Management offers a comprehensive range of services to meet your diverse financial needs, including:

• Wealth Planning & Investment Management: Develop a personalized financial plan and investment portfolio tailored to your risk tolerance, goals, and aspirations.
• Retirement Planning: Maximize your retirement savings and plan for a comfortable future.
• Estate & Legacy Planning: Protect your assets and ensure your wishes are fulfilled after you're gone.
• Insurance Planning: Evaluate your risk exposure and implement appropriate insurance coverage.
• Financial Education & Guidance: Empower yourself with the knowledge and tools to make confident financial decisions.

Our Approach

We take a holistic approach to wealth management, addressing all aspects of your financial life. We work together with you to:

• Identify your financial goals and aspirations
• Assess your current financial situation
• Develop a customized plan to achieve your goals
• Implement and monitor your plan
• Review and adjust your plan as needed over time

Contact Us Today

To learn more about how Callesen Wealth Management can help you achieve your financial goals, contact us today for a complimentary consultation.