Founded in 1987, Carlson Capital Management (CCM) is a comprehensive wealth management firm and trusted fiduciary advisor that brings together in one place the key disciplines of investment, estate, retirement, risk management, and philanthropic planning to provide fully integrated wealth management. 

With this structure, clients receive integrated advice from a collaborative team, giving them a greater sense of control and understanding, confidence that each facet of wealth is coordinated and optimized, and, most importantly, peace of mind. CCM serves high net worth individuals and families, and receiving exceptional service and being wrapped in care are defining characteristics of the client experience at CCM.

Banking

Insurance

Investment Management

Carlson Capital Management

Carlson Capital Management's headquarters in Northfield, MN, United States

Gregory A. Carlson

Tom Nowariak

Amy Rogers

Mary Schubbe

Aif® Justin Stets

Tanisha Justus

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Tanisha Justus

Aif® Justin Stets

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