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

Tax Milestones Through the Years

November 20, 2024

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

Your Retirement Strategy Deserves a Skilled Guide

November 20, 2024

The key to unlocking opportunities for retirement optimization isn’t just asking the right questions, but understanding where to look to ask those questions.

Is your financial advisor speaking with your CPA?

November 20, 2024

Integrating the roles of your tax advisor and financial advisor can significantly enhance the effectiveness of your financial planning.

Does Your Estate Plan Reflect Your Goals? 

November 11, 2024

It’s important to ensure that your estate plan reflects your values and accomplishes your goals. Our visibility to your situation over time helps us to keep watch over changes.