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Carlson Capital Management
Integrated Wealth Management
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Our Firm
Our Firm
Firmly 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 Team
Our 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 Commitment
In 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 Standards
Integrity, 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 Structure
Our independent, fee-based status allows us to focus on one simple thing: what is in the best interest of our client.
Careers
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Our Clients
Client Profile
Our 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 Initiative
Resources and information related to CCM’s Women’s Initiative: Promoting the Financial Empowerment of Women.
Make a Referral
The 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 Management
Our Integrated Wealth Management approach surrounds clients with a team who apply their expertise to integrate all of the financial disciplines.
Carlson Portfolios
Carlson Portfolios offers a solution for clients whose situations are less complex than a traditional CCM Integrated Wealth Management client.
Retirement Plan Services
Comprehensive integrated retirement plan solutions.
Institutional Portfolio Services
Investment advisory and fiduciary consulting for foundations, endowments and associations.
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Locations & Directory
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Request a Conversation
Take the next step in learning more about our integrated wealth management services by requesting a conversation with one of our advisors.
Contact Our Team
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Client Servicing Contacts
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