Carlson Capital Management

Integrated Wealth Management

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  • Our Firm
    • Who We AreFirmly grounded in foundational values, and intensely focused on each client’s well-being, Carlson Capital Management has been redefining partnership for more than thirty years.
    • Our TeamOur approach to wealth management is to surround you with a team of experts who work together to integrate all of the key financial disciplines into one plan.
    • HistoryKey events and milestones since the founding of our firm in 1987.
    • Community CommitmentIn the same way that we value the deep and lasting partnerships we have with our clients, we place a strong value on being partners in our communities.
    • Mission StatementOur team is guided by this mission each and every day. It’s what gets us up in the morning, and sometimes keeps us awake at night.
    • Zero Alpha GroupFounded in 1995, the Zero Alpha Group community is a national network of eight independent investment advisory firms.
  • Our Clients
    • Client ProfileOur clients are individuals, families, businesses and foundations with many varying goals and situations, but one thing in common – the need and desire for integrated solutions.
    • Fiduciary StandardsIntegrity, trust, expertise and care are hallmarks of the CCM experience. They are at the root of all we do and the essence of who we are.
    • Fee StructureOur independent, fee-based status allows us to focus on one simple thing: what is in the best interest of our client.
    • Make a ReferralThe majority of new clients come from referrals from current clients. Access information that introduces colleagues and friends to Carlson Capital Management.
  • Our Approach
    • Foundational ValuesOur deep commitment to each client we serve is built upon foundational values like honesty, hard work, and a strong sense of personal dedication.
    • Integrated ExpertiseOur unique, integrated approach to wealth management unlocks opportunities that our clients and their families deserve.
    • Disciplined PerspectiveOur long-term perspective provides the patience, guidance and discipline required for steady growth and protection.
    • Independent InsightOur independent, fee-based structure ensures the highest levels of objectivity, integrity, and fiduciary responsibility.
  • Services
    • Integrated Wealth ManagementOur Integrated Wealth Management approach surrounds clients with a team who apply their expertise to integrate all of the financial disciplines.
    • Carlson PortfoliosCarlson Portfolios offers a solution for clients whose situations are less complex than a traditional CCM Integrated Wealth Management client.
    • Retirement Plan ServicesComprehensive integrated retirement plan solutions.
    • Institutional Portfolio ServicesInvestment advisory and fiduciary consulting for foundations, endowments and associations.
    • Risk ManagementSome things in life are predictable, while others are random. Managing risk is as important as seeking opportunities.
    • American Center for PhilanthropyWe develop and implement a philanthropic plan that matches your desire to make a difference and leave a legacy.
    • CCM Tax & Trust AdministrationA commonly-held affiliate of CCM that provides tax return preparation services.
    • Carlson TrustProvides trust solutions for clients whose financial, family or business needs require the services of a professional fiduciary.
  • News and Resources
    • Recommended ReadingArticles and resources to give you access to our top picks in investment education, timely industry perspectives, interesting data and financial planning insights.
    • Articles and PublicationsA library of topical publications and articles written by CCM team members specifically for our clients.
    • CCM In the NewsA collection of articles, links and press releases featuring CCM, including interviews in publications and features in national industry rankings.
    • Video LibraryShort videos that introduce you to our team, our approach and the CCM story.
    • Women’s InitiativeResources and information related to CCM’s Women’s Initiative: Promoting the Financial Empowerment of Women.
    • Introduce CCM to OthersThe majority of new clients come from referrals from current clients. Access information that introduces colleagues and friends to CCM.
  • Contact Us
    • Request a ConversationTake the next step in learning more about our integrated wealth management services by requesting a conversation with one of our advisors.
    • Contact Our TeamEmail one of our team members directly or send a general inquiry to the firm.
    • Client Servicing ContactsFind the CCM team member who can help with your specific question or request.
    • Join a MeetingJoin your scheduled meeting with Carlson Capital Management.
    • LocationsWe always appreciate the opportunity to meet face-to-face in one of our offices or at a location convenient to you.
    • CareersLearn about employment opportunities and apply online.
  • Request a Call

Academic Resources

Tim Jackson

Director of Operations & Technology
507.321.4003
507.645.6408 (Fax)
Email Tim

Professional Biography
Tim Jackson is Director of Operations and Technology at Carlson Capital Management. In this role, Tim is responsible for oversight of all firm operations and technology. This includes planning, implementing and managing all aspects of technology to enhance both the client and colleague experience at CCM. He is also responsible for ensuring support and maintenance of existing applications, platforms and tools, as well as researching and implementing new solutions on an on-going basis. Tim’s hands-on experience and strong technical aptitude help ensure the overall efficiency and effectiveness of the firm’s operations.

Tim graduated from the University of Wisconsin – Madison, where he earned a Bachelor of Science degree in economics with an emphasis in mathematics. After graduation, he joined a small software company in the Twin Cities, where he worked in research and development. Tim has extensive self-taught computer skills and has significant experience in designing and maintaining websites. In 2017, Tim began a three-year term as a member of the Charles Schwab Technology, Operations, and Service Advisory Board. He also volunteers his technical skills to assist a variety of non-profit organizations. Tim and his family live in Northfield, Minnesota.

Personal Thoughts
Family is very important to me. I grew up with three brothers and three sisters, and my parents have since gone on to adopt thirty more children, bringing the total number of children in my family to thirty-seven. The closeness of my family has instilled in me a strong sense of family values, which I carry forward to my own family now. My wife and I love every second we are with our children, watching them develop and grow.

Growing up in a large family has also given me a great understanding of teamwork and how to get things done. My brothers and sisters would seldom all agree on things, but somehow we managed to compromise and move on without anyone getting left behind. My family experiences have helped me apply these skills of teamwork and compromise in the business world. Teamwork has always been a part of the CCM culture and I’m proud to provide our clients with an experience that reflects this value.

Integrated Wealth Management for Professionals in Higher Education
Partner with a CCM advisory team who integrate extensive knowledge of university retirement programs with customized consultation on investment, tax and estate planning.

At Carlson Capital Management, we have been proud to partner with college and university professionals for more than thirty years. In fact, some of our first clients were college faculty members, and now, clients from the academic community represent one of our largest concentrations of clients. This has given us the opportunity to work with clients whose situations are similar to yours, advising on hundreds of solutions specific to their financial needs and life events, with the goal of helping them to use their wealth to accomplish what is most important to them in life.

Retirement Providers

Coordination and cross utilization between:

  • TIAA-CREF
  • Fidelity
  • Vanguard
  • Securian

Coordination & consolidated reporting of your university programs, outside investments & spousal holdings.

University Benefit Plans

Expertise navigating your:

  • 403b
  • 401k
  • 457
  • 401a
  • TSA
  • IRA
  • Defined Contribution Plans
  • TDA Plans
  • Matched Savings Plans
  • FRP (Faculty Retirement Plan)
  • ORP (Optional Retirement Plan)

Tax Planning

Expertise navigating your:

  • Tax saving techniques
  • Tax return preparation
  • Tax sheltering & distribution planning with University Benefit Plans

Retirement Income Options

Objective advice and implementation structuring a retirement income stream. Seamless integration of the following:

  • Social Security
  • RMD (Required Minimum Distributions)
  • Annuities
  • Pensions
  • TIAA payout methods & restrictions

Estate Planning

  • Estate & income tax elimination or minimization
  • Customized estate plan design
  • Designating beneficiaries
  • Will & Trust Analysis
  • Gifting strategies

Philanthropy

  • Strategic gifting to Universities
  • Charitable Trusts
  • Charitable Gift Annuities
  • Donor Advised Funds

Most clients come to Carlson Capital Management because they don’t have the time, desire or specific knowledge to effectively integrate their own investment, retirement, tax, estate, insurance and philanthropic plans. Further, now more than ever, in today’s ever-changing and challenging economic climate, people are seeking the kind of truth, transparency and integrity they can count on from an independent, fiduciary advisor. Navigating the numerous options presented to you as a member of the academic community can be a challenge. We understand those challenges well. Our approach takes you through a consultative process that results in a custom financial plan  designed specifically for you and your family. We implement and monitor your plan closely to help ensure that you can reach your long term goals.

How we can help

  • Our team at Carlson Capital Management has a depth of knowledge about the retirement plan offerings of organizations like TIAA-CREF, Fidelity, Vanguard and Securian. We can work seamlessly with your existing plan so you don’t have to transfer your accounts to a new custodian.
  • Our disciplined investment approach is rooted firmly in sound academic research.
  • We have significant experience and expertise with college retirement plans and university benefits programs. We know how to optimize those plans and integrate them into the larger picture of your financial plan.
  • Our clients have access to professionals within our firm holding professional designations such as CFP®, CPA, and CFA who can consult on your situation and provide advice unique to your situation.
  • We provide the personal contact you deserve. All of our clients have a primary advisor at the firm. The foundation of our firm is built upon those relationships.
  • We are an independent Registered Investment Advisory (RIA) firm. Our structure is fee-based and ensures objectivity and integrity.
  • Our tax-efficient strategies are proactive. Careful consideration and individual attention is given to each client’s portfolio in order to maximize after-tax returns.
  • We develop customized portfolios for each client– considering their specific retirement plan options, outside investment accounts, spousal assets and social security pensions.
  • Our team of colleagues have personal experience with and hold degrees from many of the institutions at which our clients teach and work (e.g. St. Olaf College, Carleton College, University of St. Thomas, Augsburg College, College of St. Benedict, Bethel University to name a few.)

Initial Consultation
Our experience serving academics is personally fulfilling work because we have seen how in working together, we can make sure that a comprehensive plan is implemented and monitored to help you accomplish what is most important to you in life. That’s why we are here.

Please contact us for a complimentary discovery meeting,
or for a second opinion on your current financial plan
.

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