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

Our Annual Estate Planning Checklist: Keep Your Plan Up to Date

February 1, 2024

This annual estate planning checklist will help you ensure your plan is current, since things may have changed since you drafted your will.

The Impact of a Tax Bracket Management Strategy

February 1, 2024

Tax bracket management can help optimize income and deductions over a period of years to minimize a client’s lifetime tax experience.

Jason Kley Receives Distinguished Service Award

January 22, 2024

The Financial Planning Association of Minnesota recently honored Jason Kley with its Distinguished Service Award.

WCCO Radio Speaks With Jason Kley About Financial Education

November 3, 2023

CCM’s Jason Kley was a guest on WCCO Radio’s Adam and Jordana show discussing the importance of providing youth with financial education.