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.
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    • Zero Alpha GroupFounded in 1995, the Zero Alpha Group community is a national network of eight independent investment advisory firms.
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  • 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.
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    • 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.
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  • 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.
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    • 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.
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    • Recommended ReadingArticles and resources to give you access to our top picks in investment education, timely industry perspectives, interesting data and financial planning insights.
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    • Request a ConversationTake the next step in learning more about our integrated wealth management services by requesting a conversation with one of our advisors.
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Client Profile

Tim Jackson – Carlson Capital Management
Tim Jackson

Director of Operations & Technology
507.321.4003
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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.

Client Profile

We have never taken for granted the fact that our clients trust us with far more than their financial assets.

No single description summarizes the profile of a client of Carlson Capital Management. Our clients are parents and they are children. They are grandparents and grandchildren. They are employers, employees and retirees. Some are professors and physicians, others are engineers and entrepreneurs. Many of our clients are from Minnesota, but others reside in California, Florida, Arizona and more than fifteen other states. Our clients represent numerous investment personalities, such as family stewards, delegators, accumulators, innovators and novices. They seek an integrated wealth management strategy that aligns their life goals with their financial goals. They value working with a fiduciary team who delivers with experience, expertise and care. They are people who wish to use their wealth as a tool to accomplish what is most important to them.

From a practical standpoint, our experience has demonstrated that with the fully integrated platform and comprehensive service model we provide at CCM, we are best able to assist clients who have a minimum of $1 million in investable assets. Clients with less than this asset level may be interested in the Carlson Portfolios platform. We look forward to hearing from you no matter which service platform may work best for you. What we most enjoy doing is discovering how we might help you attain your goals and add value to your situation.

Integrated Wealth Management

Integrated Wealth Management: Carlson Capital Management offers a breadth of services that provide its clients with a comprehensive plan, a clear understanding of risk and return, a lower level of tax exposure, and an integrated investment strategy. Clients’ financial affairs are better organized, investment expenses usually decline, and a clear and concise plan is created to guide their estate through multiple generations.


Carlson Portfolios

Carlson Portfolios: A solution for clients who do not have the complexity in their situations that require the array of solutions provided by our integrated wealth management platform.

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About Us

Carlson Capital Management is a comprehensive wealth management advisory firm with Minnesota offices in Northfield, Hastings, Rochester and Bloomington.

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