Founded in 1987, Carlson Capital Management, Inc. (CCM) is a comprehensive wealth management firm with Minnesota offices in Northfield, Hastings, Bloomington and Rochester. Managing $1.5 billion in assets and serving 800 clients throughout the country, CCM brings together in one place the key disciplines of investment, estate, retirement, risk management and philanthropic planning, to provide full...y integrated wealth management. The firm serves high-net-worth individuals and families, business owners and non-profit organizations.
The CCM approach to wealth management is rooted in the integration of key financial disciplines. Rather than providing advice focused solely on investments, clients receive integrated advice from a team of experts. The result for CCM clients is a greater sense of control and understanding, confidence that each facet of wealth is coordinated and optimized, and most importantly, peace of mind..