For more than two decades, Carlson Capital Management has been a trusted advisor for clients seeking competent advice and comprehensive management of their financial lives.

At Carlson Capital Management, our clients can expect:

  • To be surrounded by a team committed to understanding their unique circumstances and goals.
  • Fully integrated planning that coordinates all facets of their financial needs.
  • A disciplined, diversified and tax-efficient investment strategy.
  • A demonstrated commitment to fiduciary standards.
  • An independent fee-based investment structure ensuring objectivity and integrity.

Recent News and Publications from Carlson Capital Management:

Carlson Capital Management is featured with cover story in 35C magazine: A Wealth of Success.
Despite a challenging economy, CCM again earns accolades as a Top Registered Investment Advisor in Wealth Manager and Financial Advisor magazine's annual rankings.
CCM Principals are recognized among Minnesota's Five Star Wealth Managers; a list representing just 7% of wealth managers in the Twin Cities area.
CCM principal, Greg Carlson, is named among the nation's 150 Best Financial Advisers for Doctors by Medical Economics magazine.