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.

chairs overlooking lake and ducks

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

How CCM is Protecting Clients During the Bond Market Selloff

June 11, 2024

We are living through the worst bond market selloff in the past 100 years. Read how CCM’s approach has helped clients largely avoid the negative effects.

Estate Planning as an Act of Love

June 11, 2024

Here are some notable estate plan provisions we have seen used as expressions of love for those left behind.

Goldilocks and Paying Your Taxes

April 18, 2024

Getting your tax payment just right will help you avoid the IRS underpayment penalty and optimize interest income on cash savings.

Slow and Steady

April 18, 2024

The first quarter of 2024 ended strong, fueled by slow and steady gains in equity markets. See what trends we’re monitoring as the year continues.