Integrated Wealth Management
Our Firm
Care Is at Our Core
Firmly grounded in foundational values and focused intently on each client’s well-being, Carlson Capital Management has been redefining partnership for more than 35 years.
How Do We Offer Peace of Mind?
Keeping it Simple
Our approach to wealth management surrounds you with a team who integrates financial disciplines, simplifies your life, and helps provide peace of mind. Our disciplined investment philosophy is based upon academic research and the belief that markets are efficient. It is designed to remove emotion, mitigate risk, capture global market returns, and drive your wealth management success.
Building Trust
Our objective, fee-based structure assures independent insight and an ethical, transparent relationship. We’re proud of the fact that our perspective and approach have earned Carlson Capital Management a reputation for performance and fiduciary responsibility. Learn more about the wealth management team whose steadfast commitment is to work on your behalf.
A Wealth Management Firm Deeply Rooted in Our Mission
At Carlson Capital Management, our team works tirelessly every day to be a trusted partner that allows our clients to feel secure in the knowledge that their investment, estate, tax, retirement, risk management, and philanthropic plans are complete, optimized, and integrated, in order that they may understand and use their wealth as a tool to accomplish what is important to them.
We’re Here to Serve
We’ve built our firm around serving clients with an integrated approach to investment advising and financial planning. See what it means to us to partner with clients and their families.
We’re Fiduciary Advisors
“It’s doing the right thing because it’s the right thing to do.” Carlson Capital Management has provided wealth management to clients under a fiduciary standard of care for many years.
Placing the client in the center of all our actions is not just a nice business slogan to have, it is rooted in the fabric of who we are as individuals, and what we believe as a firm.
Justin D. Stets, AIF®
CEO