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 wholly-owned 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.
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    • Locations
      • 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 110
        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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Community Commitment

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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 our 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. The organization is committed to increasing charitable giving by providing donors with useful information, unbiased guidance and advantageous ways to give. 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 treasure, in 2006 the Board of the American Center for Philanthropy entered into a partnership with a volunteer-oriented initiative in the Northfield, Minnesota community called 5th Bridge. As a volunteer, donor-focused organization the mission of 5th Bridge was to enhance individual and community life by encouraging the habits of volunteerism and philanthropy. 5th Bridge was co-founded by two of the principals of Carlson Capital Management. 5th Bridge has since merged with the Northfield Area Foundation to create Northfield Shares. The mission of Northfield Shares is to sustain and transform the Northfield community by advancing philanthropy, inspiring volunteerism and promoting collaborative leadership.

The Northfield Jingle Bell Run/Walk was a CCM tradition for sixteen years. For eleven 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. Starting 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.

Starting in 2007, for five years, the Carlson Capital Management team partnered with 5th Bridge, community leaders, and individual sponsors, to host a mobile unit for Feed My Starving Children (FMSC), an organization whose mission is to package healthy meals and distribute them to malnourished children in 60 countries around the world. At the end of these annual three-day events more than 1,200 community volunteers participated in packing from 300,000 to 500,000 meals. In total, over the course of the five years, 1.6 million meals were packed.

Since 2009, our firm has embraced an approach to holiday giving that honors the values and priorities of our firm, and our clients. For each of the first four years, we made the commitment to contribute $10,000, which was allocated to three non-profit organizations according to input from clients. Clients used a response card to indicate their top choice, and allocations were announced accordingly. For the 2018 Holiday Gift, our contribution of $10,000 followed our clients’ gifts of time and resources. The names of ten organizations were drawn, each receiving $1,000, based on nominations from clients. We have been delighted by the enthusiastic support for these gifts to honor our clients’ community commitments, now totaling $100,000 in contributions.

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, a program of the Northfield Community Action Center. The team also gathers to serve together as volunteers for organizations chosen by colleagues.

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

  • Adopt-a-Pet
  • All Seasons Community Services
  • Berean Baptist Church
  • BestPrep
  • Bethel Lutheran Church
  • Boy Scouts of America, Hastings Council and Northern Star Council
  • Care Abounds in Communities
  • Christ Church Lutheran
  • Circle of Service, Northfield
  • Community Action Center, Northfield
  • Emmaus Church
  • Feed My Starving Children
  • Fellowship of Christian Athletes, Minnesota Chapter
  • First UCC
  • 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
  • Junior League of Minneapolis
  • Just Food Co-op
  • Kenyon Youth Center
  • Let’s Go Fishing, Hastings Chapter
  • Metcalf Junior High School
  • Mobile Action Ministry
  • Northfield Area Family YMCA
  • Northfield Chorale Choir
  • Northfield Mayor’s Task Force on Youth Alcohol and Drug Use
  • Northfield Mayor’s Youth Council
  • Northfield Nursery School
  • Northfield Promise
  • Northfield Public Schools
  • Northfield Rotary Club
  • Northfield Sertoma
  • Northfield Shares
  • Our Savior’s Lutheran Church
  • Paradise Center for the Arts
  • PEO International
  • Pheasants Forever
  • Prairieville United Methodist Church
  • Red Wing Athletic Association
  • Rejoice! Church
  • Ruth’s House
  • St. Charles Catholic Church
  • St. Croix Catholic School
  • St. Dominic School and Church
  • St. Olaf College
  • St. Philip’s Lutheran Church
  • St. Stephen Lutheran Church
  • The Merlin Players
  • Trinity Lutheran Church
  • United Way of Hastings
  • USA Climbing
  • Volunteers Enlisted to Assist People (VEAP)
  • Wags & Whiskers Minnesota

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CCM In the News

  • CCM Honored as a 2019 Dakota-Scott Employer of Excellence

  • Financial Advisor 2019 Top RIA Firms

  • CCM Hires Chief Wealth Advisor

  • CCM Named a Financial Times 300 Top RIA

Recent Posts from CCM

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