Meet the CCM Team
Thank you for your interest in Carlson Capital Management. The videos below were created to introduce you to our team, our approach, and share a bit of our story.
We hope we’ll have the opportunity to hear your story and learn how we can help you use your wealth as a tool to accomplish what is most important to you.
Peace of Mind
We’ve built CCM around serving clients with an integrated approach to investment advising and financial planning. This film focuses on what it really means to us at CCM to partner with clients and their families. “To the extent we can make people’s lives better… what else is there?”
Fiduciary Financial Advisors
“It’s doing the right thing because it’s the right thing to do.” Carlson Capital Management has provided wealth management to clients under a fiduciary standard of care for many years.
Employee Owned
In 2016, our firm became one of only a few wealth management firms in the country to be employee-owned. This short video clip features our colleagues talking about what we think it means for clients to work with a wealth management firm that is owned by its employees.
Initial Consultation
Please contact us for a complimentary discovery meeting, or for a second opinion on your current financial plan.