The following is a message shared with CCM clients on January 28, 2025:
At Carlson Capital Management, we’ve long said that we’re building a 100-year firm to fulfill our commitment of extending great care to generations of client families. For this reason, we are thrilled to share with you that CCM has reached an exciting milestone in this journey. Subject to certain conditions to closing, we expect that effective April 1, CCM will merge with Sequoia Financial Group, a comprehensive wealth management firm headquartered in Akron, Ohio, with offices throughout much of the United States. Sequoia, like CCM, has built a values-based culture that emphasizes integrity, teamwork, and an unwavering commitment to excellence in client service.
Greater Strength to Serve You
While the name on our doors will change, the CCM team will continue to directly service client relationships that have been cultivated since our founding, drawing on Sequoia resources as applicable to bring additional value and depth to your financial situation. It is important for us to share that your advisory team, the integrated services you access, CCM’s office locations, and our commitment to deliver a personalized, comprehensive wealth management experience will not change.
From Our Founders & CEO
For more than three decades, Carlson Capital Management has been guided by our clear and steadfast mission—a purpose that informs everything we do—to be a trusted partner that allows you to feel secure in the knowledge that your investment, estate, tax, retirement, risk management, and philanthropic plans are complete, optimized, and integrated in order that you can use your wealth to accomplish what is important to you. Complementing that mission has been our vision statement—inspiring us to serve our clients and colleagues with dedication and care:
To bring wisdom and purpose to wealth and enrich the lives of our clients and colleagues.
As we envisioned the future of CCM and our commitment to enhancing value for our clients and enriching their lives through an impactful wealth management experience for years to come, we asked ourselves: how can we do so while elevating the client experience, deepening our expertise, and expanding the resources available to you?
The answer became clear. Merging with Sequoia Financial Group, we can better focus on what matters most—providing personalized advice, building meaningful relationships, and delivering thoughtful counsel. By joining with Sequoia and integrating our strengths with the expanded scale and infrastructure of our new partner, we are building a powerful foundation for sustainable growth and greater opportunities for our clients and team members.
Please know that choosing a partner whose culture and business approach closely align with our own was of paramount importance to us. Both firms are rooted in a shared fiduciary history and in a colleague and client-centric culture. What truly matters—our commitment to integrity, teamwork, and extraordinary service—will remain unchanged. And, on behalf of every single colleague at CCM, you have our unified pledge that we will continue to fulfill our commitment to each of you.
We are deeply grateful for the trust and confidence you place in us. This merger represents a new chapter in our journey together, and we are excited about the opportunities ahead to serve you even better.
We look forward to sharing more with you soon. In the meantime, please reach out to your advisor or any principal should you have any questions.