Integrated Wealth Management for Medical Professionals
Partner with a CCM advisory team who apply extensive knowledge and experience with personalized, integrated management of investment, tax and estate planning.
At Carlson Capital Management, we have been working with doctors and other medical professionals for thirty years. This has given us the opportunity to work with clients whose situations are similar to yours, advising on hundreds of solutions specific to our clients’ financial needs and life events, with the goal of helping them to use their wealth to accomplish what is most important to them in life.
Most clients come to Carlson Capital Management because they don’t have the time, desire, or specific knowledge to effectively integrate their own investment, retirement, tax, estate, insurance and philanthropic plans. Further, now more than ever, in today’s ever-changing and challenging economic climate, people are seeking the kind of truth, transparency and integrity they can count on from an independent, fiduciary advisor.
Navigating the numerous options presented to you as a professional in the medical field can be a challenge. We understand those challenges well. Our approach takes you through a consultative process that results in a custom financial plan designed specifically for you and your family. We implement and monitor your plan closely to help ensure that you can reach your long term goals.
Our experience serving medical professionals is personally fulfilling work because we have seen how in working together, we can make sure that a comprehensive plan is implemented and monitored to help you accomplish what is most important to you in life. That’s why we are here.
Please contact us for a complimentary discovery meeting,
or for a second opinion on your current financial plan.