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 Tax Services team at Carlson Capital Management is responsible for providing comprehensive tax planning and compliance strategies. This includes preparing and reviewing tax returns, handling complex tax issues, and coordinating tax strategies with other wealth management disciplines. By ensuring tax-efficient solutions, the team optimizes the client's overall financial situation while maintaining adherence to regulatory standards.

Tax Services

Client Services Team

Investment and Financial Planning

Operations and Client Service

Tax Services

About

Team members

Other teams at Carlson Capital Management

Client Services Team

Investment and Financial Planning

Operations and Client Service