Integrated Wealth Management

Financial Advisors in Rochester, Minnesota

Carlson Capital Management is an independent, fee-based team of fiduciary financial advisors. We serve more than 1,300 families—including many talented professionals in Rochester—from our four Minnesota locations.

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Financial Planning with an Integrated Approach

We take a holistic approach to your financial planning. By integrating your planning for investments, retirement, taxes, estate, philanthropy, and risk management, we help you make informed decisions about your wealth.

Investments

Retirement

Tax

Estate

Risk Management

Philanthropy

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. 

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We’re eager to hear your story and share how we can support you in reaching your goals. 

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Visit Our Office

We look forward to serving you from our office in downtown Rochester.

30 3rd St SE
Suite 201
Rochester, MN 55904

507.288.9797

Insights See all

Retirement Countdown: What To Do If You’re Retiring in 10 Years, 5 Years, or 1 Year

February 19, 2025

Take a look at this timeline for an overview of questions to think through as your retirement date draws closer.

CCM Announces Integration with Sequoia Financial Group

January 29, 2025

We’re pleased to announce our upcoming merger. We remain dedicated to servicing our clients—now with additional value and depth.

Jason Kley Elected to National FPA Board of Directors

January 8, 2025

CCM’s Jason Kley was elected to a three-year term on the national Board of Directors of the Financial Planning Association.

Tax Milestones Through the Years

November 20, 2024

Your birthday this year could mark an important tax and financial planning milestone.