Carlson Capital Management is an integrated wealth management firm and trusted fiduciary advisor. We offer customized investment, estate, tax, retirement, insurance, and philanthropic planning as well as 401(k) plans for small and mid-sized businesses.

Service and Care
We believe that receiving exceptional service and being wrapped in care are defining characteristics of the client experience at Carlson Capital Management.
Our Midwestern roots guide our deep commitment to each client and the foundational values of honesty and hard work. We never take for granted that our clients trust us with far more than their financial assets.
Browse Our Videos and Articles
Articles and Publications
Dividing Tangible Personal Property in an Estate
Tips for distributing tangible personal property fairly.
April 21, 2022
Articles and Publications
Considerations in Honor of 5-29 Day
Insights and reminders for about an important college savings vehicle.
May 23, 2022
Articles and Publications
What Curves Lie Ahead?
What impact bond volatility has on portfolio management and how to act when the yield curve is inverted.
April 21, 2022
Articles and Publications
SECURE Act 2.0 Passes the House
Highlights from the House's SECURE Act 2.0 and the impact on tax planning.
April 21, 2022