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.

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

Philanthropy

Risk Management

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. 

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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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

What Will the TCJA Expiration Mean for You?

July 16, 2024

With the Tax Cuts and Jobs Act (TCJA) expiration scheduled for 2025, CCM is working to help position clients for future changes.

Making Intrafamily Loans in an Era of High Mortgage Rates

July 16, 2024

With mortgage rates high, some families are using intrafamily loans to help younger members get on the real estate ladder.

Five Signs You’re Ready to Partner with an Integrated Wealth Advisor

July 9, 2024

We’ve identified five common reasons people decide working with a wealth advisor will benefit them. Read our list to inform your next steps.

CCM Named a Top Workplace for the Fourth Year

June 24, 2024

For the fourth year in a row, Carlson Capital Management has been named one of the Top 200 Workplaces in Minnesota by the Star Tribune.