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 Operations and Client Service team at Carlson Capital Management ensures seamless and efficient execution of all client-related activities, including account management, trade execution, financial planning, and operational excellence. The team works collaboratively to provide exceptional client service, focusing on integrating various wealth management disciplines to optimize and coordinate all aspects of clients' financial lives.

Operations and Client Service

Client Services Team

Investment and Financial Planning

Operations and Client Service

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Team members

Other teams at Carlson Capital Management

Client Services Team

Investment and Financial Planning