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

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.

All of Us Can Contribute During Financial Literacy Month

April 18, 2024

This Financial Literacy Month, you can help promote finance education for youth in your life. You don’t need to be a pro to make a difference.

Justin D. Stets Named as CEO of Carlson Capital Management

March 7, 2024

Justin D. Stets has transitioned from President to CEO of CCM, with Greg Carlson continuing to serve as Chairman and Co-Founder.