Integrated Wealth Management
Client Profile
A Partner for Life
No single description summarizes the profile of a Carlson Capital Management client. We’re with you for all stages of life, and through the events that come your way. 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 35 other states.
Whether you’re used to doing your own financial planning, seeking a second opinion, or simply looking for a one-stop-shop, we’re here for you.
Service Platforms
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 our Carlson Portfolios platform.
Integrated Wealth Management
We provide clients with a comprehensive plan, an understanding of risk and return, a lower level of tax exposure, and an integrated strategy. Clients’ finances are better organized, investment expenses usually decline, and a customized plan is created to guide their estate through generations.
Carlson Portfolios
Parallel to our traditional offering, Carlson Portfolios is 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. Clients have access to the expertise and care of our advisors.
Invest in You First
Before officially working with a client, we start by fully investing ourselves in planning for their success. A three-step initial conversation, discovery meeting, and plan presentation commitment demonstrate our unique model that is rooted in service and care. By surrounding potential clients with a team of CCM specialists, we’re able to paint the picture of a custom path forward.
Working with our clients’ finances is very personal, and for them to allow us into that space is a real privilege.
Callie Geist, CFP®, J.D., MBA
Senior Integrated Wealth Advisor
Get in Touch
We look forward to hearing from you no matter which service platform may work best. Take the next step in learning more about our financial services by requesting a conversation with one of our advisors.