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

Gregory A. Carlson

Heather Novotny

Aif® Justin Stets

Cfp® Adam Hoffmann Aif®

Mary Keller

Kevin Koski

Cfp® Jason Kley Aif®

Charlie Lawson

Tanisha Justus

The Investment and Financial Planning team at Carlson Capital Management focuses on developing tailored investment strategies and comprehensive financial plans to meet the unique goals of each client. Through rigorous analysis and a collaborative approach, the team ensures that all aspects of a client's financial life – including investments, retirement, and estate planning – are seamlessly integrated and optimized. The team's dedication to exceptional service provides clients with clarity, coordinated support, and peace of mind in their wealth management journey.

Investment and Financial Planning

Client Services Team

Operations and Client Service

Investment and Financial Planning

About

Team members

Other teams at Carlson Capital Management

Client Services Team

Operations and Client Service