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.
Company Details
- Employees
- 16
- Founded
- -
- Address
- 11 Bridge Square, Northfield,mn 55057,united States
- Phone
- 507.645.8887
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- carlsoncap.com
- Keywords
- Investment Management, Estate Planning, Tax Planning, Financial Advisors, Retirement Planning, Financial Planning, Wealth Management, Philanthropic Planning, Education Planning, Wealth Transfer, Risk Management, Financial Advice, Fiduciary Financial Planning, Fiduciary Investment Advice, Integrated Wealth Management, Planning for Business Owners, Stock Option Analysis, Family Wealth Planning, Family Meetings.
- HQ
- Northfield, MN
Carlson Capital Management Questions
Carlson Capital Management's helpline number is 507.645.8887
Carlson Capital Management's website is carlsoncap.com
Carlson Capital Management's LinkedIn profile is https://www.linkedin.com/company/carlson-capital-management
Carlson Capital Management has
16 employees.
View email and phone details for 16
employees at Carlson Capital Management.
Carlson Capital Management's industry is
Financial Services
Carlson Capital Management's top competitors are
Northrock Partners,
Hennepin Partners,
Sequoia Financial Group,
Cherry Tree & Associates,
Northland Securities, Inc.,
Quarry Hill Advisors,
Carlson Private Capital Partners,
Northborne Partners,
Jnba® Financial Advisors,
Carlson Capital, L.p..
Carlson Capital Management's categories are Financial Services
Carlson Capital Management's founding year is 1987
