Carlson Capital Management

Integrated Wealth Management

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  • Our Firm
    • Who We AreFirmly grounded in foundational values, and intensely focused on each client’s well-being, Carlson Capital Management has been redefining partnership for more than thirty years.
    • Our TeamOur approach to wealth management is to surround you with a team of experts who work together to integrate all of the key financial disciplines into one plan.
    • HistoryKey events and milestones since the founding of our firm in 1987.
    • 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.
    • Mission StatementOur team is guided by this mission each and every day. It’s what gets us up in the morning, and sometimes keeps us awake at night.
    • Zero Alpha GroupFounded in 1995, the Zero Alpha Group community is a national network of eight independent investment advisory firms.
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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.
    • 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.
    • 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
    • Foundational ValuesOur deep commitment to each client we serve is built upon foundational values like honesty, hard work, and a strong sense of personal dedication.
    • Integrated ExpertiseOur unique, integrated approach to wealth management unlocks opportunities that our clients and their families deserve.
    • Disciplined PerspectiveOur long-term perspective provides the patience, guidance and discipline required for steady growth and protection.
    • Independent InsightOur independent, fee-based structure ensures the highest levels of objectivity, integrity, and fiduciary responsibility.
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  • 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.
    • Risk ManagementSome things in life are predictable, while others are random. Managing risk is as important as seeking opportunities.
    • American Center for PhilanthropyWe develop and implement a philanthropic plan that matches your desire to make a difference and leave a legacy.
    • CCM Tax & Trust AdministrationA commonly-held affiliate of CCM that provides tax return preparation services.
    • Carlson TrustProvides trust solutions for clients whose financial, family or business needs require the services of a professional fiduciary.
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  • News and Resources
    • Recommended ReadingArticles and resources to give you access to our top picks in investment education, timely industry perspectives, interesting data and financial planning insights.
    • Articles and PublicationsA library of topical publications and articles written by CCM team members specifically for our clients.
    • CCM In the NewsA collection of articles, links and press releases featuring CCM, including interviews in publications and features in national industry rankings.
    • Video LibraryShort videos that introduce you to our team, our approach and the CCM story.
    • Women’s InitiativeResources and information related to CCM’s Women’s Initiative: Promoting the Financial Empowerment of Women.
    • Introduce CCM to OthersThe majority of new clients come from referrals from current clients. Access information that introduces colleagues and friends to CCM.
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  • 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 MeetingJoin your scheduled meeting with Carlson Capital Management.
    • LocationsWe always appreciate the opportunity to meet face-to-face in one of our offices or at a location convenient to you.
    • CareersLearn about employment opportunities and apply online.
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Colin Duncan

Colin Duncan
Paraplanner
507.206.2811
507.645.6408 (Fax)
Email Colin


northfield
Northfield
11 Bridge Square
Northfield, MN 55057
507.645.8887

Directions: Print | Map

hastings
Hastings
118 4th Street East
Hastings, MN 55033
651.437.2360

Directions: Print | Map

bloomington
Bloomington
1700 West 82nd St
Suite 150
Bloomington, MN 55431
952.230.6700

Directions: Print | Map

rochester
Rochester
30 3rd St SE
Suite 201
Rochester, MN 55904
507.288.9797

Directions: Print | Map

Colin Duncan

Paraplanner
507.206.2811
507.645.6408 (Fax)
Email Colin

Professional Biography
Colin Duncan is a Paraplanner at Carlson Capital Management. In this role, Colin works closely with the firm's wealth advisors, collaborating throughout the planning process to deliver comprehensive financial plans to clients. He is responsible for collecting, tracking, and monitoring related data, preparing presentation materials, and assisting with portfolio management. Colin also facilitates client-advisor communications and works proactively to monitor and complete client-related servicing activities. In addition, he is responsible for leveraging firm technology to best serve clients.

Colin is a graduate of Minnesota State University, Mankato with a Bachelor of Science degree in finance. He is a forward-thinking leader who has been long-preparing for a career in the financial service industry, obtaining certification in a leading financial planning platform, eMoney, and developing and launching a financial literacy podcast alongside faculty and students at MSU. In addition, Colin joins CCM with an array of work experiences that showcase his commitment to developing meaningful relationships and ensuring a high-quality client experience.

Colin is from Rochester, Minnesota, and currently resides in Owatonna. He enjoys spending time in the outdoors, especially hiking in northern Minnesota, and is an active volunteer with A Litter Bit Better.

Personal Thoughts

"Give back to the community" is a lesson my parents taught me at a young age. Even as a child, community service and volunteer work were important to me. As I grew, I wanted to continue to help others in any way I could. In elementary school, I started doing yearly trash clean up in my neighborhood; in middle school and high school, I dedicated two weeks every summer to volunteer around the state from daycare work to packaging meals at Feed My Starving Children. And in college, I worked with faculty and students to create an informational podcast aimed at giving college students a better understanding of their personal finances. Now as a graduate and colleague at CCM, I hope to help clients and colleagues alike and continue to give back to my community in any way I can.

“To leave the world a bit better, whether by a healthy child, a garden patch, or a redeemed social condition; to know that even one life has breathed easier because you have lived—that is to have succeeded.”- Ralph Waldo Emerson

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Integrated Wealth Management

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