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Integrated Wealth Management
Women’s Initiative
Promoting the Financial Empowerment of Women
At Carlson Capital Management, we aim to serve all clients in ways that are customized to their individual needs. This approach is engrained in our mission and has shaped our identity as a firm since our founding.
Quality Advice, Distinct Approach
As our team of women colleagues at CCM has grown, so has our passion for empowering women to be confident in controlling their finances. Toward this purpose, the Women’s Initiative was created.
We firmly believe that women deserve the same quality of financial advice as men. Yet we recognize that women may have financial priorities, goals, and concerns that differ from those of men. In addition, women may have life experiences or situations that merit a distinct approach.
By creating opportunities for women to learn, ask questions, reflect, and discuss ideas with one another, we hope to help women find their financial voice so they can be fully engaged in their financial future.
Helping Women Find Their Financial Voice
At CCM, we firmly believe that financial advice is genderless. That is, financial advice isn’t different for women than for men. Explore content from the CCM team that is designed to help women of all ages use their wealth to accomplish what is important to them.
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.
Take the Next Step
Interested in learning more about our Women’s Initiative? Request a conversation with one of our advisors.