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Integrated Wealth Management

Accomplish What’s Important to You

Carlson Capital Management surrounds you with a team who brings their expertise to your situation, integrating all of the key financial disciplines. You’ll have a holistic financial plan that is complete, optimized, and integrated. We’ll help you make informed decisions about your wealth so you can accomplish your life and financial goals.

Carlson Capital Management’s integrated wealth management approach can unlock opportunities. You have financial planning needs—and we’re here to help. Request a conversation with one of our fiduciary financial advisors to take the next step.

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Investments

A sound, rational, efficient, integrated, and well-defined investment philosophy to support your goals.

Retirement

Integrated retirement planning and analysis that offers you peace of mind for the future.

Tax

Proactive tax planning and analysis to minimize your tax burden and maximize after-tax returns.

Estate

Well-designed, custom estate plans to support your legacy.

Risk Management

Customized risk management that evaluates all aspects of your financial picture.

Philanthropy

Philanthropic planning optimized to help you find greater fulfillment in sharing your wealth.

Clients don’t just trust us with their money, they’re trusting us with their financial lives, they’re trusting us with their future … and they’re trusting us with some of their dreams.

Gregory Carlson, CFP®
Founder
10855

We Invest in You First

Before officially working with a client, we start by fully investing ourselves in planning for their success. A three-step initial conversation, discovery meeting, and plan presentation demonstrate our model rooted in service and care. Get in touch today to start a conversation about how our wealth advisors can help you reach your goals.

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