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.
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Articles and Publications
Money and Independence
Knowledge can give people financial independence and comfort. The CCM Women's Initiative supports this.
December 08, 2022
Articles and Publications
NUA: A Tax Strategy for Retiring With Employer Stock
NUA tax strategies should be considered if you hold your employer’s stock in your retirement plan.
September 28, 2022
Articles and Publications
You Must Be Present to Win
A mantra that reinforces the value of committing to a disciplined investment strategy.
December 08, 2022
Articles and Publications
How You Could Benefit From the Inflation Reduction Act of 2022
As everyday prices continue to increase, you could benefit from different tax credits.
October 17, 2022