Women’s Initiative

Promoting the Financial Empowerment of Women

At Carlson Capital Management, we aim to serve all clients in ways that are customized to their individual needs. This approach is engrained in our mission and has shaped our identity as a firm since our founding.

Quality Advice, Distinct Approach

As our team of women colleagues at CCM has grown, so has our passion for empowering women to be confident in controlling their finances. Toward this purpose, the Women’s Initiative was created.

We firmly believe that women deserve the same quality of financial advice as men. Yet we recognize that women may have financial priorities, goals, and concerns that differ from those of men. In addition, women may have life experiences or situations that merit a distinct approach. 

By creating opportunities for women to learn, ask questions, reflect, and discuss ideas with one another, we hope to help women find their financial voice so they can be fully engaged in their financial future.

Helping Women Find Their Financial Voice

At CCM, we firmly believe that financial advice is genderless. That is, financial advice isn’t different for women than for men. Explore content from the CCM team that is designed to help women of all ages use their wealth to accomplish what is important to them.

Insights See all

Our Annual Estate Planning Checklist: Keep Your Plan Up to Date

February 1, 2024

This annual estate planning checklist will help you ensure your plan is current, since things may have changed since you drafted your will.

The Impact of a Tax Bracket Management Strategy

February 1, 2024

Tax bracket management can help optimize income and deductions over a period of years to minimize a client’s lifetime tax experience.

Jason Kley Receives Distinguished Service Award

January 22, 2024

The Financial Planning Association of Minnesota recently honored Jason Kley with its Distinguished Service Award.

WCCO Radio Speaks With Jason Kley About Financial Education

November 3, 2023

CCM’s Jason Kley was a guest on WCCO Radio’s Adam and Jordana show discussing the importance of providing youth with financial education.


Take the Next Step

Interested in learning more about our Women’s Initiative? Request a conversation with one of our advisors.