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Integrated Wealth Management
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.
The Next Milestone in Our Journey
We’re pleased to announce our merger with Sequoia Financial Group. We’ll continue to serve the client relationships we’ve cultivated since our founding—now with additional value and depth. Learn more. »
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.
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Take the next step in learning more about our financial services by requesting a conversation with one of our advisors.
Insights See all
Retirement Countdown: What To Do If You’re Retiring in 10 Years, 5 Years, or 1 Year
February 19, 2025
Take a look at this timeline for an overview of questions to think through as your retirement date draws closer.
CCM Announces Integration with Sequoia Financial Group
January 29, 2025
We’re pleased to announce our upcoming merger. We remain dedicated to servicing our clients—now with additional value and depth.
Jason Kley Elected to National FPA Board of Directors
January 8, 2025
CCM’s Jason Kley was elected to a three-year term on the national Board of Directors of the Financial Planning Association.
Tax Milestones Through the Years
November 20, 2024
Your birthday this year could mark an important tax and financial planning milestone.