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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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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Omer Abramovich

Omer Abramovich, CFP®, MBA
Integrated Wealth Advisor
952.230.6711
952.230.6710 (Fax)
Email Omer


northfield
Northfield
11 Bridge Square
Northfield, MN 55057
507.645.8887

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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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Omer Abramovich, CFP®, MBA

Integrated Wealth Advisor
952.230.6711
952.230.6710 (Fax)
Email Omer

Professional Biography
Omer Abramovich is an Integrated Wealth Advisor at Carlson Capital Management. As part of the Carlson Portfolios team, Omer partners with clients and their families, providing investment management, retirement modeling, and other aspects of general financial planning and client care that are custom to client needs. In this role, Omer also connects clients with the firm's specialists for overall portfolio management as well as direct access to expertise in areas such as tax planning and insurance analysis.

After graduating with a Bachelor of Science degree in Economics from the College of Charleston, Omer went on to earn his MBA from The Citadel (the military college of South Carolina). He also holds the Certified Financial Planner™ designation granted through the Certified Financial Planner Board of Standards. Omer began his career in financial services as a client support coordinator. He joined CCM having worked serving clients for five years as a financial planner at a Twin Cities advisory firm.

Tennis has been a central part of Omer’s life since he was young, growing up in Haifa, Israel, and is what led him to college in the U.S. After college he worked for four years as the founder of Creekside Tennis Academy in Charleston, South Carolina, managing all aspects of the program. When not at work, Omer enjoys spending time with his family and exercising regularly. Omer and his wife are members of Beth El Synagogue, where he also serves as an executive board member. Omer, his wife Tyler and their son reside in Plymouth, Minnesota.

Personal Thoughts
In January of 2006, I enrolled at the College of Charleston on a full scholarship for tennis. I arrived with the expectation that I would have a winning record and even that I might lead the team. In reality, I ended up playing in position number four (out of six) with a 50/50 record. At the end of the season, my coach asked me to meet with him in his office. He told me that they hadn’t brought me on to play for the school to demonstrate this poor of a tennis season. He also stated that unless he saw significant improvements in my game, my athletic scholarship would likely be taken away from me.

I took that conversation to heart, and decided that it was time for me to work harder and prove my true talent. I had about eight months for training between the end of the season and the beginning of the next. I was determined to train harder than anyone else and prove to myself, my teammates, and my coach that I was worthy of keeping the scholarship. The hard work paid off and I ended the following season by breaking the school record—that meant winning every single match I played, both in singles and doubles. I was able to keep my scholarship and in the following two seasons, played in the number one position in both singles and doubles—leading the team as captain.

Through this experience I learned to truly value the hard work that pairs with reaching your objectives. I know that all of the clients I work with have their own personal stories of setting and meeting objectives. I respect their histories and background and what inspires them to meet their goals. I truly enjoy partnering with clients, and applying our resources and expertise at the firm to help them reach their financial and life goals.

Members of the CCM Advisory Team regularly post articles of interest on financial planning which you can find here.

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