Integrated Wealth Management

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- CareersJoin a team dedicated to providing clients the highest-quality in service and experience. Use your talents to help a successful firm grow with intention and care.
- Make a ReferralThe majority of new clients come from referrals from current clients. Access information that introduces colleagues and friends to Carlson Capital Management.
- Locations
  - Northfield
    11 Bridge Square
    Northfield, MN 55057
    507.645.8887
    Directions: Print | Map
    
    Hastings
    118 4th Street East
    Hastings, MN 55033
    651.437.2360
    Directions: Print | Map
    
    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
    Directions: Print | Map
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Carlson Capital Management is a comprehensive wealth management firm with Minnesota offices in Northfield, Hastings, Bloomington and Rochester. Managing over $1.5 billion in assets and serving 800 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, business owners and non-profit organizations. We encourage you to learn how we can help you achieve your financial and life goals. We look forward to meeting you.

CNBC Ranks CCM #2 in List of Top 100 Wealth Management Firms

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CCM In the News

CCM Named a Financial Times 300 Top RIA
CCM Principal, Greg Carlson, quoted in InvestmentNews
CCM Advisor, Matt Morehead, quoted in Rochester Magazine
CCM Recognized with Small Business Success Story Award

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Quick Links

CCM In the News

CCM Named a Financial Times 300 Top RIA

CCM Principal, Greg Carlson, quoted in InvestmentNews

CCM Advisor, Matt Morehead, quoted in Rochester Magazine

CCM Recognized with Small Business Success Story Award

Recent Posts from CCM

An Update from the Tax Team: Minnesota Tax Update

Quarterly Investment Insight: Beyond the Fiduciary Standard in Portfolio Management

The Bogey-Free Investment Strategy: A Lesson from the U.S. Open

Retirement Spending: Don’t Leave the Best for Last