Integrated Wealth Management

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  - Northfield
    11 Bridge Square
    Northfield, MN 55057
    507.645.8887
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    Hastings
    118 4th Street East
    Hastings, MN 55033
    651.437.2360
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    Bloomington
    1700 West 82nd St, Suite 110
    Bloomington, MN 55431
    952.230.6700
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    Rochester
    30 3rd St SE, Suite 201
    Rochester, MN 55904
    507.288.9797
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Carlson Capital Management is a comprehensive wealth management firm with Minnesota offices in Northfield, Hastings, Bloomington and Rochester. Managing more than $2 billion in assets and serving 900 clients throughout the country, CCM brings together in one place the key disciplines of investment, estate, tax, retirement, risk management and philanthropic planning to provide fully integrated wealth management.

CCM is a fee-based firm and serves financially established individuals and families. We also provide investment and planning solutions for business owners, 401(k) plans and institutional portfolios. We encourage you to learn how we can help you achieve your financial and life goals, and we look forward to meeting you.

Carlson Capital Management Offers New Minnesota Municipal Bond Fund

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CCM In the News

CCM Senior Investment Strategist, James Yaworski, Publishes FAJ Paper
CCM Principal Tax Advisor, Kevin Koski, Provides Charitable Giving Insights
CCM Senior Advisor, Jason Kley, Testifies in Support of Personal Finance Education
CEFEX Renews CCM Certification for Fiduciary Excellence

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CCM In the News

CCM Senior Investment Strategist, James Yaworski, Publishes FAJ Paper

CCM Principal Tax Advisor, Kevin Koski, Provides Charitable Giving Insights

CCM Senior Advisor, Jason Kley, Testifies in Support of Personal Finance Education

CEFEX Renews CCM Certification for Fiduciary Excellence

Recent Posts from CCM

Vanguard’s Latest Research Shines Light on Portfolio Returns

Investment Insight: A Ten-Year Look Back

Reading the Fine Print — Optimizing Your Employer’s Retirement Plan

An Update from the Tax Team: Is Mortgage Interest Still Deductible?