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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Tiara Elg

Tiara Elg
Client Servicing Representative
952.230.6715
952.230.6710 (Fax)
Email Tiara


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

Tiara Elg

Client Servicing Representative
952.230.6715
952.230.6710 (Fax)
Email Tiara

Professional Biography
Tiara Elg serves as a Client Servicing Representative for Carlson Capital Management. Tiara is a welcoming colleague you will see when you visit our Bloomington office and one of the voices you may hear when you call into the firm. She is responsible for office management, hospitality, scheduling meetings, and preparing materials for client presentations. Tiara is also a primary contact for account openings, fund transfers, and other client account servicing needs. In addition, she works with the advisory team and specialists by handling key administrative functions.

Tiara’s professional background includes assisting customers with comprehensive account-related service in a banking environment. She joined CCM with 14 years of experience serving customers as a personal banker and senior teller.

Tiara and her husband are both from Bloomington, where they still reside and are happily raising their two children. She particularly enjoys Minnesota winters, spending time with family and friends, baking, and watching sports. Tiara is an active volunteer with the Bloomington Fastpitch Association, serving as a member of the fundraising committee and co-team manager for her daughter's traveling team.

Personal Thoughts
A number of years ago, I was having a conversation with a client about his upcoming retirement. He was so excited and you could feel how blessed he felt to have worked in a career with a wonderful company, alongside colleagues who truly became family. We got to talking more and he told me that he really tried to live his personal and work life through inspiration from the poem “Desiderata” by Max Erhmann. I had never heard of the poem. He instantly had me pull it up on my computer and print it off. He read it with me at my desk and I could feel the enthusiasm in his voice as he explained the poem to me in his own words.

I have kept that same piece of paper from that very day in my work bag ever since. Every once in a while I take it out and re-read the messages of being humble and enjoying your achievements, but also remembering that each person has their own story. Never to judge, but to be wholesome and to listen; among many more positive principles for living life.

When I first started at CCM, everything in the poem came alive. It sparked the same excitement in me that I saw in my client that day years ago. CCM shares many of the values that I hold close, for me, and for my family. I have also come to see first-hand that it’s not just with colleagues, but with every client that walks in CCM's doors. Each colleague at CCM is dedicated to making sure that the client has the most holistic experience. I am proud to work for a company that establishes itself on the principles of culture and trust for everyone.

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