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We offer comprehensive financial services for individuals, families, businesses, and institutions.
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Integrated Wealth Management
Our Female Financial Advisors
Meet Our Talented Team of Women Financial Advisors
Rest assured: every colleague at Carlson Capital Management is ready to serve you with respect, personalized advice, and long-term strategies tailored to your goals. If you prefer to work with a female team, we’re proud to introduce you to our female financial advisors.
Our experienced professionals can assist you with an integrated approach to managing your wealth, which includes general financial planning, tax planning and tax preparation services through our commonly-held affiliate, CCM Tax & Trust Administration, estate planning, and more. Because we are fee-based fiduciary advisors, you can be confident we put your best interests first, always.
Wealth Management
Tax
Estate Planning
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.
We’re Employee-Owned
We’re proud to be an employee-owned wealth management firm. See our colleagues reflect on what it means for clients to work with a wealth management firm that is owned by its employees.
Request a Conversation
We’re eager to hear your story and share how we can support you in reaching your goals.
Our Four Minnesota Locations
Our financial advisors are honored to serve clients across the U.S., and look forward to meeting with you in person or online—wherever it is most convenient for you.
