Thank you for visiting our referral site. We understand the high level of comfort and confidence required by our clients in order to refer a friend, colleague or family member to our firm and we appreciate your willingness to do so.
As Carlson Capital Management has grown and evolved over the last 25 years, we’ve refined our expertise and narrowed our focus for new clients to certain types of relationships. Please visit our Client Profile page to learn more.
Although you may have a general sense of someone’s financial position, we understand that it isn’t always possible to know the approximate net worth of those you choose to refer. If you refer someone to us but are uncertain if they fall within our profile range, that is fine. Our Discovery Process is designed to ensure that we will arrive at a mutually beneficial course of action with anyone you choose to refer. You can rest assured that we treat every referral with the kind of care and respect you have come to know from our team.
To make a referral, please contact any CCM advisor or principal, or click below:
Carlson Portfolios: A solution for clients who do not have the complexity in their situations that require the array of solutions provided by our integrated wealth management platform.