Carlson Capital Management Email Format

Financial ServicesMinnesota, United States11-50 Employees

Carlson Capital Management (CCM) is a small- to mid-sized financial services firm based in Northfield, Minnesota, founded in 1987. It operates as a comprehensive wealth management and fiduciary advisor, coordinating investment, estate, retirement, risk management, and philanthropic planning into an integrated program. The firm provides integrated guidance through a collaborative team, helping high net worth individuals and families gain a clearer view of how the pieces of wealth fit together. The client experience emphasizes coordinated, holistic wealth management rather than isolated services.
The firm operates within the financial services industry, targeting high net worth individuals and families who require integrated, fiduciary-focused guidance. It has been recognized as a top workplace in Minnesota in recent years, including 2024.

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