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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    • 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.
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    • 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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    • 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.
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    • Women’s InitiativeResources and information related to CCM’s Women’s Initiative: Promoting the Financial Empowerment of Women.
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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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Community Commitment

Tim Jackson – Carlson Capital Management
Tim Jackson



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Bio coming soon.

Community Commitment

We know that when we invest in our communities, we receive far more than we give.

In 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. The commitments we make to the communities in which we live and work are investments in the future.

Firm Commitments
As part of our commitment to provide integrated wealth management services for our clients and their families, the founders of Carlson Capital Management established the American Center for Philanthropy (ACP) in 2002. ACP is a non-profit organization that supports donors and their dedication to making meaningful and effective charitable contributions. Since its inception, donors of the American Center for Philanthropy have made contributions to public charities exceeding $30.6 million.

Recognizing the natural connection between giving of one’s time and one’s treasure, two of the principals of Carlson Capital Management founded 5th Bridge in 2006. 5th Bridge grew quickly and has since merged with the Northfield Area Foundation to form Northfield Shares. The mission of Northfield Shares is to sustain and transform the Northfield community by advancing philanthropy, inspiring volunteerism and promoting collaborative leadership.

Since 2009, CCM has embraced an approach to holiday giving that honors the values and priorities of our firm, as well as our clients. Our annual contribution of $10,000 honors our clients’ gifts of their own time and resources. Clients are invited to participate by sending in the name of an organization where they contribute their time or dollars. The names of ten organizations are drawn, each receiving $1,000, based on those nominations. We have been delighted by the strong, enthusiastic support for these gifts to honor our clients’ community commitments, now totaling $140,000 in contributions.

In 2020, pained by the way in which the pandemic and social, racial and economic inequities were creating challenges across the nation and the globe, CCM created the CCM Circle of Care Charitable Initiative. The Initiative engaged all of the colleagues of Carlson Capital Management to personally contribute to and make gift recommendations to organizations of their choice with a collective voice. As a result, the founders and colleagues of the firm contributed more than $100,000 to 110 organizations.

In 2022, with heartache mounting over the conflict in Ukraine and an urgent desire to help, CCM colleagues joined together to donate funds to support the missions of four key organizations providing humanitarian assistance: UNICEF, Doctors Without Borders, Save the Children, and International Committee of the Red Cross. The effort, which was further enhanced by matching gifts from Carlson Capital Management, is a shining example of CCM colleagues’ values in action.

The Northfield Jingle Bell Run/Walk was a CCM tradition for sixteen years. Colleagues and families of Carlson Capital Management joined forces to plan and implement this festive, fun, community-centered event held every December. Each year a different local non-profit recipient organization was selected to receive all proceeds from the event. In 2013, the Northfield Area Family YMCA became the presenting organizer of the event, with CCM as presenting sponsor. Over its history the Northfield Jingle Bell Run/Walk raised approximately $75,000.

Colleague Commitments
Members of the Carlson Capital Management team are actively involved as volunteers with more than 50 organizations (see below).

Each year the colleagues of Carlson Capital Management participate in holiday sharing and food shelf programs. Colleagues also team up to serve as volunteers for organizations chosen by colleagues.

We are actively involved with the following non-profit and civic organizations:

  • All Seasons Community Services
  • Berean Baptist Church
  • BestPrep
  • Bethel Lutheran Church
  • Boy Scouts of America, Hastings Council and Northern Star Council
  • Canvas Church
  • Care Abounds in Communities
  • Children’s Minnesota
  • Christ Church Lutheran
  • Community Action Center
  • Emmaus Church
  • Feed My Starving Children
  • Fellowship of Christian Athletes, Minnesota Chapter
  • Fill a Heart and Mind
  • First United Church of Christ
  • Friends of Africa Education
  • Green Lake Lutheran Ministries
  • Habitat for Humanity, Twin Cities
  • Haruma Centre, Iringa, Tanzania
  • Hastings Area Rotary Club
  • Hastings Family Service
  • Hastings Family YMCA
  • Hastings High School
  • Hastings Young Life
  • HealthFinders Collaborative
  • Hosanna Lutheran Church
  • InnerCity Tennis Foundation
  • Jump$tart
  • Kenyon Youth Center
  • Let’s Go Fishing, Hastings Chapter
  • Metcalf Junior High School
  • Mobile Action Ministry
  • Northfield Area Family YMCA
  • Northfield Montessori
  • Northfield Promise
  • Northfield Public Schools
  • Northfield Rotary Club
  • Northfield Shares
  • Our Savior’s Lutheran Church
  • Paradise Center for the Arts
  • Pheasants Forever
  • Prairieville United Methodist Church
  • Red Wing Athletic Association
  • Red Wing Booster Club
  • Ruth’s House
  • St. Charles Catholic Church
  • St. Croix Catholic School
  • St. Dominic School and Church
  • St. Olaf College
  • St. Paul Chamber Orchestra
  • St. Paul’s Lutheran Church
  • St. Philip’s Lutheran Church
  • St. Stephen Lutheran Church
  • The Merlin Players
  • Trinity Lutheran Church
  • United Lutheran Church
  • United Way of Hastings
  • USA Climbing
  • Volunteers Enlisted to Assist People (VEAP)
  • Wags & Whiskers Minnesota
In 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. The commitments we make to the communities in which we live and work are investments in the future.

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