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 wholly-owned 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 Conversation Contact us for a complimentary discovery meeting, or for a second opinion on your current financial plan.

         
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    • Locations
      • northfield

        Northfield
        11 Bridge Square
        Northfield, MN 55057
        507.645.8887

        Directions: Print | Map

        hastings

        Hastings
        118 4th Street East
        Hastings, MN 55033
        651.437.2360

        Directions: Print | Map

        bloomington

        Bloomington
        1700 West 82nd St, Suite 110
        Bloomington, MN 55431
        952.230.6700

        Directions: Print | Map

        rochester

        Rochester
        30 3rd St SE, Suite 201
        Rochester, MN 55904
        507.288.9797

        Directions: Print | Map

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CONFIDENTIAL INFORMATION

The information in this communication is privileged and strictly confidential. It is intended solely for the use of the individual(s) named in the “to” line. If the reader of this message is not an intended recipient, or the employee or agent responsible to deliver it to the intended recipient, any dissemination, distribution, copying or other use of the information contained in this communication is strictly prohibited. If you have received this communication in error, please first notify the sender immediately and then delete the original message without any review/dissemination thereof.

IMPORTANT REQUIREMENTS TO PREVENT FRAUD

Carlson Capital Management’s trading policy requires that all trading instructions must be submitted via a live phone call, or in person, to one of Carlson Capital Management’s representatives during regular business hours, which are 8:00 AM to 5:00 PM Monday through Friday. CARLSON CAPITAL MANAGEMENT IS NOT RESPONSIBLE FOR PLACING ANY TRADES FROM INSTRUCTIONS LEFT VIA ELECTRONIC MAIL OR VOICE MAIL. Also, for your protection, all account transfer requests must be completed verbally by phone, or in person, with a firm team member.

CHANGES AND REQUESTS

Please remember to contact Carlson Capital Management if there are any changes in your personal/financial situation that could warrant a revision to our previous recommendations, or if you want to impose, add, modify any reasonable restrictions to our investment advisory services, or if you wish to direct that Carlson Capital Management effect any specific transactions for your account. Please be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received.

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CCM In the News

  • CCM Honored as a 2019 Dakota-Scott Employer of Excellence

  • Financial Advisor 2019 Top RIA Firms

  • CCM Hires Chief Wealth Advisor

  • CCM Named a Financial Times 300 Top RIA

Recent Posts from CCM

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