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 1,000 families—including many talented professionals in Rochester—from our four Minnesota locations.

Financial Planning with a Harmonized Approach

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

Investments

Retirement

Tax

Estate

Philanthropy

Risk Management

Why We’re Trusted in Rochester and Beyond

Our objective, fee-based structure assures independent insight and an ethical, transparent relationship. Our approach to wealth management surrounds you with a team that integrates financial disciplines, simplifies your life, and helps provide peace of mind. 

  • Fiduciary—a commitment to put your best interests first
  • Independent and employee-owned
  • Four Minnesota locations: Rochester, Bloomington, Hastings, and Northfield
  • Three decades of leadership and innovation

Request a Conversation

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

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