Integrated Wealth Management
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
Goldilocks and Paying Your Taxes
April 18, 2024
Getting your tax payment just right will help you avoid the IRS underpayment penalty and optimize interest income on cash savings.
Slow and Steady
April 18, 2024
The first quarter of 2024 ended strong, fueled by slow and steady gains in equity markets. See what trends we’re monitoring as the year continues.
All of Us Can Contribute During Financial Literacy Month
April 18, 2024
This Financial Literacy Month, you can help promote finance education for youth in your life. You don’t need to be a pro to make a difference.
Justin D. Stets Named as CEO of Carlson Capital Management
March 7, 2024
Justin D. Stets has transitioned from President to CEO of CCM, with Greg Carlson continuing to serve as Chairman and Co-Founder.
Take the Next Step
Interested in learning more about our Women’s Initiative? Request a conversation with one of our advisors.