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Integrated Wealth Management
Wealth Advisors + CPAs in Rochester
A Tax Accountant That Offers More
Managing your wealth to match your goals means leveraging tax-savvy financial planning all year round. Carlson Capital Management’s team of in-house CPAs in Rochester work in concert with our financial advisors to deliver integrated wealth management. As a client of CCM, you can request the completion of your tax returns through our affiliate firm CCM Tax & Trust Administration .
Proactive Tax Planning
When your financial situation is complex, proactive, comprehensive tax planning may create multi-year efficiencies that minimize your tax burden and maximize your after-tax returns. CCM integrated wealth management clients enjoy tax advice throughout the year from our CPAs on: tax savings strategies, IRA distribution planning, transaction strategies and analysis, tax forecasting, and alternative minimum tax planning.
Holistic Guidance Beyond Tax Services
Carlson Capital Management’s integrated wealth management approach can unlock opportunities. You’ll have a holistic financial plan that is complete, optimized, and integrated. We’ll help you make informed decisions about your wealth so you can accomplish your life and financial goals.
An evidence-based, globally diversified investment strategy that emphasizes low-cost, high-value, tax-efficient investment solutions to meet your unique financial planning goals.
Deliverables include: asset allocation recommendations, risk/return analysis, active portfolio oversight, rebalancing, concentrated position evaluation and employee stock option analysis. More »
Counsel that addresses retirement readiness from a quantitative and qualitative perspective and a partner to help address changes in your cash flow needs as your plans evolve.
Deliverables include: retirement readiness analysis, Social Security timing strategies, optimizing a portfolio withdrawal strategy, pension maximation strategies and processing RMDs. More »
Proactive tax planning and analysis to yield better outcomes, in addition to tax return preparation services available through our commonly held affiliate, CCM Tax & Trust Administration.
Deliverables include: tax saving strategies, IRA distribution planning, transaction strategies and analysis, tax forecasting, and alternative minimum tax planning. More »
Extending insight on a well-documented plan that is integrated with your investments, tax planning, and philanthropic intentions.
Deliverables include: planning for incapacity, will and trust analysis; recommending and assigning beneficiaries to match your priorities, estate tax evaluation, recommending family gifting strategies, hosting family meetings, establishing revocable living trusts, irrevocable trusts, and credit shelter trusts to match your goals, and disposition of assets. More »
Providing counsel on risk mitigation strategies through the use of insurance, including property & casualty, life, disability, and long-term care. Certain polices may be placed through ViaForte, a wealth strategy and insurance advisory firm that is a separate, but affiliated entity of CCM.
Deliverables include: income replacement needs analysis and advising on long-term care, wealth transfer strategies, and business succession planning. More »
Planning that is optimized to help you find greater fulfillment in sharing your wealth and establishing your legacy.
Deliverables include: recommending strategic gifting strategies, establishing donor advised funds, optimizing qualified charitable distributions from IRAs, and establishing charitable trusts. More »
Our Perspective
Is your financial advisor speaking with your CPA?
When seeking a financial advisor, you may be looking for any number of qualities—personalized service, responsiveness, and a disciplined investment approach, just to name a few. But there’s an additional factor that is too often overlooked in the search for a financial advisor: integration with a CPA.
Integrating the roles of your tax advisor and financial advisor can significantly enhance the effectiveness of your financial planning. This collaboration allows tax planning to shift from a reactive approach—typically reviewing and reporting past events—to a more proactive strategy that aligns with your overall financial goals. By coordinating these two critical areas, investment decisions can be made with a comprehensive understanding of their tax implications, leading to better long-term outcomes.
A Fiduciary Partner
Our objective, fee-based structure assures independent insight and an ethical, transparent relationship. Our approach to wealth management—honed over three decades—surrounds you with a team that integrates financial disciplines, simplifies your life, and helps provide peace of mind.
Meet Our Team
Our approach to wealth management is to surround you with a professional, collaborative team—including tax planners—who brings their expertise to your situation, integrating all of the key financial disciplines.
Request a Conversation With Our Rochester Team
We’re eager to hear your story and share how we can support you in reaching your goals.
Visit Our Office
We look forward to serving you from our office in downtown Rochester.
Insights See all
Tax Milestones Through the Years
November 20, 2024
Your birthday this year could mark an important tax and financial planning milestone.
Your Retirement Strategy Deserves a Skilled Guide
November 20, 2024
The key to unlocking opportunities for retirement optimization isn’t just asking the right questions, but understanding where to look to ask those questions.
Is your financial advisor speaking with your CPA?
November 20, 2024
Integrating the roles of your tax advisor and financial advisor can significantly enhance the effectiveness of your financial planning.
Does Your Estate Plan Reflect Your Goals?
November 11, 2024
It’s important to ensure that your estate plan reflects your values and accomplishes your goals. Our visibility to your situation over time helps us to keep watch over changes.