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 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.
  • 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 ConversationTake the next step in learning more about our integrated wealth management services by requesting a conversation with one of our advisors.
    • Contact Our TeamEmail one of our team members directly or send a general inquiry to the firm.
    • Client Servicing ContactsFind the CCM team member who can help with your specific question or request.
    • Join a MeetingJoin your scheduled meeting with Carlson Capital Management.
    • LocationsWe always appreciate the opportunity to meet face-to-face in one of our offices or at a location convenient to you.
    • CareersLearn about employment opportunities and apply online.
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Happy Holidays 2020

Leah Rich

Senior Manager of Marketing & Communications
507.321.4019
Email Leah

Professional Biography
Leah Rich is Senior Manager, Marketing & Communications at Carlson Capital Management. Leah provides strategic communications direction and implementation support to enhance the client experience and build brand awareness.

Leah is a graduate of Gustavus Adolphus College with a Bachelor of Arts degree in communication studies and management. Prior to joining the Carlson Capital Management team, Leah worked for fifteen years at a marketing agency, developing and implementing integrated communications strategies for clients across a variety of industries.

Leah enjoys quiet walks, good books, a houseful of guests, and family puzzles. Leah is a current board member of WINGS and active volunteer at Emmaus Church and Northfield Montessori. Leah shares her life with her husband, Matthew, and their four children. Together they reside in Northfield, Minnesota.

Personal Thoughts
As a mom, I often think about the legacy I’ll leave for my children. What about me will they remember most? My six-year-old recently described me to his classmates by sharing that I’m really good at UNO – yes, the card game!

Although my name won’t ever be found in an UNO hall of fame, I hope that my legacy is centered on excellence – giving everything I can in every instance. I’ve found – time and time again – that my work ethic and can-do attitude are difference makers, and I’m grateful for the opportunity to partner with colleagues who share in a commitment to giving their very best at every turn.

Happy Holidays From Carlson Capital Management

This holiday season, we are especially grateful for the opportunity to serve as a partner in your life journey. Thank you for the trust you place in our team. We wish you peace and joy this season and always, and hope that you find happiness in new experiences, gestures of kindness, and unexpected care.


In Gratitude

By Ginger Church

In this season of gratitude and contemplation,
We walk in a hallowed space,
A space shared with you.
A sacred space
Filled with hopes and dreams,
With sorrows and anxiety,
With expectations and joy.
We hold this space between us
In deepest respect and honor,
Never taking lightly the trust you have placed with us.
It is an honor to serve you.
It is an honor to serve your family.
It is an honor to serve the friends you have sent our way.
We take none of this for granted.

You are unique and special.
You have built a life of meaning
That highlights your goals and aspirations
to be seen
to be understood
to be listened to
And we are honored to do exactly that.

In deepest gratitude
We hold you in our Circle of Care,
Knowing we are a part of your life,
And of your dreams and accomplishments.
We hold you in our Circle of Care,
Embracing that which is important to you,
And to those you love and support.
We hold you in our Circle of Care,
As you walk through thresholds
That change you,
That create opportunities for you,
That fill your heart and soul with joy and gratitude.
We hold you in our Circle of Care
When your heart is broken,
When walking beside you is the only word that can be spoken,
When time is the best companion for your journey.

May these words of gratitude
bring deep contentment to you.
Like a candle, lit to enlarge the darkness,
We are honored to be your companion.
When you ask us into your sacred space, we will be there.
When you are unsure of shifting ground, we will be there,
When life gets complicated, we will be there.

In times of uncertainty,
Together, we will find the creative space
To imagine a better way.
The familiar doubts are less frightening with someone beside you.
The candle burns brighter when someone holds it with you.
The journey is more satisfying when someone walks alongside you.

Today, we say Thank You
For your trust in our team,
For your patience and vision,
For allowing us to be of service.
We are reminded daily of the blessing
Of your friendship and of the honor we feel
In partnering with you on your life’s journey.
In deepest gratitude, thank you.

From each of us with warmest regard,
A wonderful holiday season to you and those you love.

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