Integrated Wealth Management
We Provide Integrated Wealth Management
From investment management and retirement planning to tax services and estate planning, Carlson Capital Management’s integrated wealth management approach unlocks opportunities that our clients deserve. You have financial planning needs—and we’re here to help.
CCM Cares
Our clients come to us with a wide range of investment personalities, which is why we serve each one with a personalized approach to financial planning. We never take for granted that our clients entrust us with much more than their financial assets.
Customized Financial Planning
For more than 35 years, we’ve been supporting our clients with a team of trusted advisors who work together to integrate all the key financial disciplines—investment, estate, tax, retirement, risk management, and philanthropic planning—into one, custom plan.
A Partner for Life
CCM is with you through different stages of life—whether you’re nearing retirement, used to doing your own financial planning, a woman experiencing a life transition, or simply looking for a one-stop-shop.
Get in Touch
Take the next step in learning more about our financial services by requesting a conversation with one of our advisors.
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.