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.
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Kelly Irvine

Kelly Irvine – Carlson Capital Management
Kelly Irvine
Chief Marketing & Communications Officer
507.321.4021
507.645.6408 (Fax)
Email Kelly


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

Directions: Print | Map

Kelly Irvine – Carlson Capital Management
Kelly Irvine

Chief Marketing & Communications Officer
507.321.4021
507.645.6408 (Fax)
Email Kelly

Professional Biography
Kelly Irvine is a member of the Management Team and Chief Marketing & Communications Officer for Carlson Capital Management. She oversees the planning, development, and execution of the firm’s marketing strategies; client communications; brand management; event management; and community involvement all with an eye on keeping our clients’ experience at the forefront. She is also responsible for partnering with other leaders and human capital colleagues to nurture and support the firm's keen focus on culture as expressed through its mission, vision, and values.

Kelly graduated with departmental distinction in Political Science from St. Olaf College, where she earned her Bachelor of Arts degree cum laude. Her career took her to Montana, Idaho, and Wisconsin before returning to Minnesota. Kelly’s professional background spans both the corporate and non-profit sectors. She has held corporate management positions in community relations and human resources.

Kelly was selected as a Policy Fellow at the University of Minnesota Hubert H. Humphrey Institute of Public Affairs, and served board tenures at both the Northfield Area Family YMCA and the Helena Education Foundation. Additional activities have included advisory committee service at St. Dominic School and co-chairing 5th Bridge-Feed My Starving Children Northfield meal-packing events, and many years of Northfield Jingle Bell Runs. Kelly, her husband Colin, and their two children spent the 2010-2011 school year living in and working from Oslo, Norway. She now telecommutes from Sioux Falls, South Dakota where she resides with her family.

Personal Thoughts
Like many Minnesotans, I grew up with the privilege of “going to the Lake” in the summer. (Much to the chagrin of my spouse, who hails from the West, we Midwesterners never really bother to specify which lake. It’s just the Lake.) Not unlike many families in this area, I am fortunate in that early ancestors from Norway had the foresight to purchase lake front land where they wasted no time establishing family traditions – including an annual July 4th celebration. And while land is simply land, it’s our landscape that helps describe the essence of who we are. For me that landscape, and more precisely the Lake, is really all about cousins.

I recall my wedding day as guests came out of the chapel to greet us in the receiving line. My new mother-in-law from out of state stood next to me as I introduced her to many unfamiliar faces. She remarked later that every other person was “a cousin from the Lake.” How right she was. In our family, it doesn’t matter if one is a first cousin, a third cousin twice-removed, or the spouse of a second cousin – we are just cousins. Cousins range from several months old to those in their nineties. We all grew up spending summers at the Lake, and we were always accountable to the aunts and uncles in the generation (or two) ahead of us. We are there for one another’s weddings, funerals, and sometimes birthdays. We look forward to sharing kransekake and rommegrot on special occasions. We are intent on ensuring that our children know our cousins’ children. So, to know me is to know that I am a wife and a mother, a daughter and a sister, and, importantly, a cousin.

All of us at CCM look forward to learning your story, because that is how we at CCM have defined ourselves as a company, and that is how we will continue to define ourselves in the future. Knowing you, and your story, enables us to help you accomplish what is important to you.

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