In honor of our firm’s 25th anniversary we created a series of videos designed to introduce our team and share the CCM story. We would like to hear your story. Our discovery process includes a complimentary consultation so that we can learn about you and recommend custom solutions to help you meet your goals. Contact our team to schedule an appointment.
Fruits of Labor
Episode 1 of 4
Carlson Capital Management breaks ground on a new office building in Hastings, Minnesota. CCM has built the company from the ground up – from their first humble offices to their current four locations, serving 500 clients approaching management of $1 billion in assets.
A Partner in Life
Episode 2 of 4
Outside the lights of the big city CCM has built a process around the integrated approach to investment advising and financial planning. This episode focuses on what it really means to Carlson Capital Management to partner with clients and their families, who “don’t just trust us with their money, they trust us with their dreams.”
Crafting Your Legacy
Episode 3 of 4
The core values of the Midwest are engrained into the way Carlson Capital Management does business. Carlson has built the firm to look beyond to what is happening today towards a lasting legacy in the future.
Episode 4 of 4
Carlson Capital Management deploys a thorough discovery process designed to help them get to know their clients in a way such that relationships are built upon a foundation of trust. Their multi-tiered wealth management approach enables clients to realize their long-term goals.
Our experience serving clients is personally fulfilling for us because we have seen how in working together, we can make sure that a comprehensive plan is implemented and monitored to help clients accomplish what is most important to them in life.
Please contact us for a complimentary discovery meeting, or for a second opinion on your current financial plan.