Carlson Capital Management

Integrated Wealth Management

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  • Our Firm
    • Our FirmFirmly grounded in foundational values, and intensely focused on each client’s well-being, Carlson Capital Management has been redefining partnership for more than 35 years.
    • Our TeamOur approach to wealth management is to surround you with a team of professionals who leverage their expertise and work together to integrate all of the key financial disciplines into one plan.
    • 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.
    • 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.
    • CareersLearn about employment opportunities and apply online.
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  • 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.
    • Women’s InitiativeResources and information related to CCM’s Women’s Initiative: Promoting the Financial Empowerment of Women.
    • Make a ReferralThe majority of new clients come from referrals from current clients. Access information that introduces colleagues and friends to Carlson Capital Management.
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  • Our Approach
  • 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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  • Contact Us
    • Locations & DirectorySee our locations and the various ways to contact us.
    • Request a ConversationTake the next step in learning more about our integrated wealth management services by requesting a conversation with one of our advisors.
    • Contact Our TeamEmail one of our team members directly or send a general inquiry to the firm.
    • Client Servicing ContactsFind the CCM team member who can help with your specific question or request.
    • Join a Meeting With CCMJoin your scheduled meeting with Carlson Capital Management.
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Meet CCM

Tim Jackson – Carlson Capital Management
Tim Jackson



Email

Bio coming soon.

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

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

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

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.

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Client Profile

Fiduciary Standards

Integrated Wealth Management

Carlson Portfolios

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Our Team

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Important Disclosure Information

Privacy Notice

Form CRS

Form ADV Part 2A

Contact Us

Request a Conversation

Contact Our Team

952.230.6700

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