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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    • Zero Alpha GroupFounded in 1995, the Zero Alpha Group community is a national network of eight independent investment advisory firms.
  • 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.
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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.
  • 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.
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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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    • Recommended ReadingArticles and resources to give you access to our top picks in investment education, timely industry perspectives, interesting data and financial planning insights.
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    • 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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    • 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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Education

Tim Jackson

Director of Operations & Technology
507.321.4003
Email Tim

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.

Developing a plan for meeting education expenses is a key priority for many CCM clients.

Providing funding support for a child’s education is among the most important financial commitments most parents will make. It is also an increasingly significant financial commitment. For most families, developing a plan for meeting education expenses is a key priority. While such a plan involves various elements such as gathering hypothetical tuition information, selecting investments, and evaluating lump sum funding, the development of a plan begins with establishing goals. Our firm has more than three decades of experience designing custom education plans to help families meet their goals.

The cost of providing a higher education is soaring, and the College Board* recommends assuming an annual 5% college cost inflation rate. The numbers make it so that far fewer families than in the past are able to fund educational expenses through cash flow.

One effective tool utilized for education funding is the 529 plan. This plan is named after Section 529 of the Internal Revenue Code created by Congress in 1996 – an important Code that in short, offers families a simple, tax-efficient way to save for higher education. As a result of going through an education planning review, many CCM clients have opened 529 accounts for their children and/or grandchildren. Assuming distributions are used for qualifying educational expenses, 529 plans allow one to save for educational expenses in a vehicle that is tax-free of all portfolio investment growth and earnings.

Utah Education Savings Plan

After a thorough analysis of all available educational 529 savings plan options, CCM has chosen to partner with the Utah Education Savings Plan (UESP) to create a customized investment experience. We selected this option based on the high quality of the holdings and the overall strength of the plan.

With their broad menu of investment options and ability to customize globally diversified portfolios that remain constant or adjust through time–based on the age of the beneficiary, in partnering with UESP we are able to deliver the kind of quality in an investment experience to our youngest clients as we do to all.

*www.collegeboard.com

Few gifts are more important than the gift of education.

Education Planning Articles

  • Five Little-known Facts About 529s
  • College Savings Plans- One Component of Proactive Education Planning

  All Education Planning Articles

Important Links

The majority of CCM clients work with the Utah or Minnesota 529 Plans.

  • Utah Educational Savings Plan website
  • Client Login to Utah Educational Savings Plan
  • MN 529 Plan website
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