Integrated Wealth Management
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.
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.
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.
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.
March 6, 2024
2023 market returns were very different from 2022. A look at mega-cap stocks illustrates the importance of taking the long view.
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.
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.