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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    • 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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    • Request a ConversationTake the next step in learning more about our integrated wealth management services by requesting a conversation with one of our advisors.
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    • 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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Gregory A. Carlson

Gregory Carlson – Carlson Capital Management
Gregory A. Carlson, CFP®
CEO and Founder
507.645.8887
507.645.6408 (Fax)
Email Greg


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

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

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

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Gregory Carlson – Carlson Capital Management
Gregory A. Carlson, CFP®

CEO and Founder
507.645.8887
507.645.6408 (Fax)
Email Greg

Professional Biography
Gregory A. Carlson is a founding principal of Carlson Capital Management. As CEO his primary responsibilities include developing and setting the vision for the firm. In addition, Greg is actively involved in managing client relationships. Greg is a 1982 graduate of St. Olaf College, where he earned his Bachelor of Arts degree in economics. Greg went on to earn his designation as a Certified Financial Planner™. He worked for four years with IDS/American Express as a financial planner and manager, then established Carlson Capital Management in 1987. Greg has provided investment counsel and advice to clients for more than four decades and is a speaker and writer on the topics of financial, estate, and philanthropic planning.

Greg is an active community member and has served in leadership roles on numerous boards and committees of civic, professional, and religious organizations including the Northfield Rotary Club, American Center for Philanthropy, Northfield Area Foundation, Bethel Lutheran Church, Mt. Carmel Ministries, St. Olaf College, and TIAA-CREF Institute. Greg is also the co-founder of 5th Bridge, which is now a part of Northfield Shares, an organization founded to advance philanthropy, inspire volunteerism, and promote collective leadership. Greg and his wife, Nancy, live in Northfield, where they have raised their three daughters.

Personal Thoughts
I have learned that wisdom comes from experience and experience is gathered over time. Over the past 40+ years, I have seen and worked with most of the technical issues people face in developing financial plans. But more importantly, I have been a part of our clients’ lives. I have seen the joys and challenges of wealth. I have experienced births and deaths, nursing homes, divorces, retirements, and layoffs. I have witnessed the best and worst of families, the ups and downs of the stock markets, the comings and goings of trends and fads. I have seen goals set and achieved and opportunities created that no one thought existed. I have seen good and bad investments (and even invested in a few bad ones myself in the earlier years). Through all of this, I have learned the importance of being technically strong, disciplined, and trustworthy and to be of uncompromising integrity. I am proud to have formed, and to be a part of a firm, which has these principles at its core.

Much of who we are as adults is steeped in our formative years as children and young people. I grew up on the prairies of western Minnesota where I was exposed to hard work, discipline, and honesty. As one of five children of a school teacher and mother who stayed at home during the child-rearing years, my life revolved around family, church, and sports. I was expected to do well (which meant only my best) in my education, sports, and work, but always with a respect and concern for those around me.

When I was 12, and in the sixth grade, one afternoon my teachers gathered the entire class together to review a math test that we had all taken. Before beginning the review, Mrs. Halvorson wanted to draw attention to two students who had done exceptionally well–I was one of them. As she proceeded to go through the correct answer and method to each question, it became clear to me that she had not corrected my paper accurately. As I watched my “A” slip to a “C”, I began erasing the wrong answers for which I had received credit and replaced them with the new correct answers. At the conclusion of the review I stared at my paper now 100% correct. It took me only moments to re-erase the correct answers and replace them with the wrong answers and trudge to the front of the class to inform Mrs. Halvorson that I wasn’t the bright shining student on that exam.

Honesty is a value I hold sacred. Honesty means always telling the truth, even when it hurts. Honesty means being transparent in how I conduct business and in all aspects of my life. Most importantly, honesty means being authentic even when it shows my flaws.

It is the foundation of the first 22 years of my life, with the experiences of the following more than 40 years, that have guided me in working with the clients of Carlson Capital Management and developing our firm into a successful wealth management firm. I have a strong desire to excel at both the client and company level, but only by earning it. It is my philosophy that we need to always excel at taking care of our clients first and that in turn will shape who we are as a firm—our success will follow.

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