We Provide Integrated Wealth Management

From investment management and retirement planning to tax services and estate planning, Carlson Capital Management’s integrated wealth management approach unlocks opportunities that our clients deserve. You have financial planning needs—and we’re here to help.

CCM Cares

Our clients come to us with a wide range of investment personalities, which is why we serve each one with a personalized approach to financial planning. We never take for granted that our clients entrust us with much more than their financial assets.

Customized Financial Planning

For more than 35 years, we’ve been supporting our clients with a team of trusted advisors who work together to integrate all the key financial disciplines—investment, estate, tax, retirement, risk management, and philanthropic planning—into one, custom plan.

A Partner for Life

CCM is with you through different stages of life—whether you’re nearing retirement, used to doing your own financial planning, a woman experiencing a life transition, or simply looking for a one-stop-shop.

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Get in Touch

Take the next step in learning more about our financial services by requesting a conversation with one of our advisors.

Insights See all

What Will the TCJA Expiration Mean for You?

July 16, 2024

With the Tax Cuts and Jobs Act (TCJA) expiration scheduled for 2025, CCM is working to help position clients for future changes.

Making Intrafamily Loans in an Era of High Mortgage Rates

July 16, 2024

With mortgage rates high, some families are using intrafamily loans to help younger members get on the real estate ladder.

Five Signs You’re Ready to Partner with an Integrated Wealth Advisor

July 9, 2024

We’ve identified five common reasons people decide working with a wealth advisor will benefit them. Read our list to inform your next steps.

CCM Named a Top Workplace for the Fourth Year

June 24, 2024

For the fourth year in a row, Carlson Capital Management has been named one of the Top 200 Workplaces in Minnesota by the Star Tribune.