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

CCM Again Ranked Among Financial Advisor Magazine’s Top RIAs

August 22, 2024

Financial Advisor magazine has included Carlson Capital Management in its 2024 RIA Ranking.

What Will the TCJA Expiration Mean for You?

July 16, 2024

With the Tax Cuts and Jobs Act (TCJA) expiration scheduled for 2025, CCM is working to help position clients for future changes.

Making Intrafamily Loans in an Era of High Mortgage Rates

July 16, 2024

With mortgage rates high, some families are using intrafamily loans to help younger members get on the real estate ladder.

Five Signs You’re Ready to Partner with an Integrated Wealth Advisor

July 9, 2024

We’ve identified five common reasons people decide working with a wealth advisor will benefit them. Read our list to inform your next steps.

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Take the Next Step

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