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

How CCM is Protecting Clients During the Bond Market Selloff

June 11, 2024

We are living through the worst bond market selloff in the past 100 years. Read how CCM’s approach has helped clients largely avoid the negative effects.

Estate Planning as an Act of Love

June 11, 2024

Here are some notable estate plan provisions we have seen used as expressions of love for those left behind.

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.


Take the Next Step

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