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.
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    • 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.
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    • 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.
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    • 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.
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    • 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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    • Request a ConversationTake the next step in learning more about our integrated wealth management services by requesting a conversation with one of our advisors.
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Carlson Trust

Tim Jackson – Carlson Capital Management
Tim Jackson

Director of Operations & Technology
507.321.4003
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Professional Biography
Tim Jackson is Director of Operations and Technology at Carlson Capital Management. In this role, Tim is responsible for oversight of all firm operations and technology. This includes planning, implementing and managing all aspects of technology to enhance both the client and colleague experience at CCM. He is also responsible for ensuring support and maintenance of existing applications, platforms and tools, as well as researching and implementing new solutions on an on-going basis. Tim’s hands-on experience and strong technical aptitude help ensure the overall efficiency and effectiveness of the firm’s operations.

Tim graduated from the University of Wisconsin – Madison, where he earned a Bachelor of Science degree in economics with an emphasis in mathematics. After graduation, he joined a small software company in the Twin Cities, where he worked in research and development. Tim has extensive self-taught computer skills and has significant experience in designing and maintaining websites. In 2017, Tim began a three-year term as a member of the Charles Schwab Technology, Operations, and Service Advisory Board. He also volunteers his technical skills to assist a variety of non-profit organizations. Tim and his family live in Northfield, Minnesota.

Personal Thoughts
Family is very important to me. I grew up with three brothers and three sisters, and my parents have since gone on to adopt thirty more children, bringing the total number of children in my family to thirty-seven. The closeness of my family has instilled in me a strong sense of family values, which I carry forward to my own family now. My wife and I love every second we are with our children, watching them develop and grow.

Growing up in a large family has also given me a great understanding of teamwork and how to get things done. My brothers and sisters would seldom all agree on things, but somehow we managed to compromise and move on without anyone getting left behind. My family experiences have helped me apply these skills of teamwork and compromise in the business world. Teamwork has always been a part of the CCM culture and I’m proud to provide our clients with an experience that reflects this value.

Carlson Trust

Carlson Trust works with clients whose financial, family or business needs require the services of a professional fiduciary who can integrate trust solutions into the client’s overall financial plan. We utilize a team approach to recommend seamless solutions that provide clients with the peace of mind that they have planned well for the future.

Carlson Trust is a Trust Representative Office of National Advisors Trust— the largest federally-chartered trust company in the U.S. to be created by Registered Investment Advisors for the benefit of their clients.  Working together, Carlson Trust and National Advisors Trust provide clients with an integrated trustee and investment management solution—helping clients to protect their wealth and remain confident about the future of their estate.

Integrated Trust Services

Peace of mind and family harmony result from expert insight and integrated planning. Carlson Capital Management has spent thirty years advising individuals and families on inter-generational asset protection and strategies designed to help maximize assets and achieve personal and financial goals.

Where others might offer individual areas of expertise, our team approach through Carlson Trust leverages the wisdom of many to deliver top results. The closely aligned team – a trust officer, investment specialist, attorneys, and other professionals – all coordinate with each other; all focused on our clients and their families.

In the following articles we address some of the key questions clients initially ask with regard to whether or not they should consider a trust.

Do I Need a Trust?
Trusts: A Multi-Purpose Planning Tool

Should We Consider a Credit Shelter Trust?
Credit Shelter Trusts: A Trust for the Benefit of a Surviving Spouse

Do I need a Corporate Trustee?
Choosing a Trustee

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  Articles on topics related to Trusts

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