At Carlson Capital Management, our approach to wealth management naturally recognizes and serves all clients, including women, in ways that are customized and distinctive to the needs of individuals and families. This approach is ingrained in our mission, in the fabric of who we are, and has shaped our identity as a firm since our founding.
In recent years, as our team of women colleagues at CCM has grown and expanded with more and more depth and breadth, we began having intentional conversations about our passion for applying the knowledge, skills and experience that we have acquired to better serve the women around us. We asked ourselves what we had to offer other women. We talked about how we can empower women to be confident, comfortable and in control of their finances such that they can accomplish what is most important to them. Through these conversations the Women’s Initiative was created and we adopted the goal of “Promoting the financial empowerment of women.” We are so excited to formally introduce this Initiative and expand its footprint so as to reach as many women as we can.
At CCM, we firmly believe that financial advice is genderless. That is, financial advice isn’t different for women than for men. The purpose of this initiative is not to alter the type or depth of financial insights provided to women versus men. Rather, we recognize that women may have financial priorities, goals and concerns that differ from those of men. In addition, women may encounter 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 address these needs, help women find their financial voice, and be fully engaged in their financial future.