Carlson Capital Management

Integrated Wealth Management

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  • Our Firm
    • Who We AreFirmly grounded in foundational values, and intensely focused on each client’s well-being, Carlson Capital Management has been redefining partnership for more than thirty years.
    • Our TeamOur approach to wealth management is to surround you with a team of experts who work together to integrate all of the key financial disciplines into one plan.
    • HistoryKey events and milestones since the founding of our firm in 1987.
    • Community CommitmentIn the same way that we value the deep and lasting partnerships we have with our clients, we place a strong value on being partners in our communities.
    • Mission StatementOur team is guided by this mission each and every day. It’s what gets us up in the morning, and sometimes keeps us awake at night.
    • Zero Alpha GroupFounded in 1995, the Zero Alpha Group community is a national network of eight independent investment advisory firms.
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  • Our Clients
    • Client ProfileOur clients are individuals, families, businesses and foundations with many varying goals and situations, but one thing in common – the need and desire for integrated solutions.
    • Fiduciary StandardsIntegrity, trust, expertise and care are hallmarks of the CCM experience. They are at the root of all we do and the essence of who we are.
    • Fee StructureOur independent, fee-based status allows us to focus on one simple thing: what is in the best interest of our client.
    • Make a ReferralThe majority of new clients come from referrals from current clients. Access information that introduces colleagues and friends to Carlson Capital Management.
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  • Our Approach
    • Foundational ValuesOur deep commitment to each client we serve is built upon foundational values like honesty, hard work, and a strong sense of personal dedication.
    • Integrated ExpertiseOur unique, integrated approach to wealth management unlocks opportunities that our clients and their families deserve.
    • Disciplined PerspectiveOur long-term perspective provides the patience, guidance and discipline required for steady growth and protection.
    • Independent InsightOur independent, fee-based structure ensures the highest levels of objectivity, integrity, and fiduciary responsibility.
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  • Services
    • Integrated Wealth ManagementOur Integrated Wealth Management approach surrounds clients with a team who apply their expertise to integrate all of the financial disciplines.
    • Carlson PortfoliosCarlson Portfolios offers a solution for clients whose situations are less complex than a traditional CCM Integrated Wealth Management client.
    • Retirement Plan ServicesComprehensive integrated retirement plan solutions.
    • Institutional Portfolio ServicesInvestment advisory and fiduciary consulting for foundations, endowments and associations.
    • Risk ManagementSome things in life are predictable, while others are random. Managing risk is as important as seeking opportunities.
    • American Center for PhilanthropyWe develop and implement a philanthropic plan that matches your desire to make a difference and leave a legacy.
    • CCM Tax & Trust AdministrationA commonly-held affiliate of CCM that provides tax return preparation services.
    • Carlson TrustProvides trust solutions for clients whose financial, family or business needs require the services of a professional fiduciary.
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  • News and Resources
    • Recommended ReadingArticles and resources to give you access to our top picks in investment education, timely industry perspectives, interesting data and financial planning insights.
    • Articles and PublicationsA library of topical publications and articles written by CCM team members specifically for our clients.
    • CCM In the NewsA collection of articles, links and press releases featuring CCM, including interviews in publications and features in national industry rankings.
    • Video LibraryShort videos that introduce you to our team, our approach and the CCM story.
    • Women’s InitiativeResources and information related to CCM’s Women’s Initiative: Promoting the Financial Empowerment of Women.
    • Introduce CCM to OthersThe majority of new clients come from referrals from current clients. Access information that introduces colleagues and friends to CCM.
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  • Contact Us
    • Request a ConversationTake the next step in learning more about our integrated wealth management services by requesting a conversation with one of our advisors.
    • Contact Our TeamEmail one of our team members directly or send a general inquiry to the firm.
    • Client Servicing ContactsFind the CCM team member who can help with your specific question or request.
    • Join a MeetingJoin your scheduled meeting with Carlson Capital Management.
    • LocationsWe always appreciate the opportunity to meet face-to-face in one of our offices or at a location convenient to you.
    • CareersLearn about employment opportunities and apply online.
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Services

Tim Jackson – Carlson Capital Management
Tim Jackson



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Our comprehensive services platform demonstrates our commitment to helping individuals and families address all aspects of financial planning, investment and wealth management and wealth transfer. We are likewise committed to helping businesses and 401(k) plan participants achieve successful outcomes.

  Integrated Wealth Management
Our approach surrounds you with a team who bring together in one place the key disciplines of investment, estate, tax, retirement, risk management and philanthropic planning.
  Carlson Portfolios
Investment management and retirement planning solutions for clients whose situations are less complex than a traditional CCM Integrated Wealth Management client.
  Retirement Plan Services
Comprehensive retirement plan solutions for companies of all sizes.
  Institutional Portfolio Services
Investment advisory and fiduciary consulting for foundations, endowments and associations.
  Risk Management
Some things in life are predictable, while others are random. We believe that managing risk is as important as seeking opportunities.
  Philanthropic/Charitable Planning
Develop and implement a philanthropic plan that matches your desire to make a difference and leave a legacy.
  Tax Services
Proactive tax planning, in addition to tax return preparation services through a commonly held affiliate of CCM.
  Trust Services
Trust solutions for clients whose financial, family or business needs require the services of a professional fiduciary.
  Education Planning
Developing a plan for meeting education expenses is a key priority for many CCM clients.
  Stock Option Analysis
An effective stock option strategy may impact your future more than any other facet of your financial plan.
  Values-based Investing
An investment strategy that honors your personal values and philosophies.
 

Please note: The scope of any financial planning and consulting services to be provided depends upon the specific requests and needs of the client. CCM does not serve as an attorney, accountant, or insurance agent. CCM does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, a CCM affiliated entity, in their separate individual capacities, can be engaged to provide insurance sales/services and/or tax preparation services as described on CCM’s written disclosure Brochure per the terms and conditions of a separate engagement and fee.

Our Clients

Client Profile

Fiduciary Standards

Integrated Wealth Management

Carlson Portfolios

Our Firm

Our Team

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