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 Leadership Team at Carlson Capital Management, consisting of the Chief Investment Officer, Chief Executive Officer, and CEO and Founder, is responsible for guiding the strategic direction of the firm. They ensure seamless integration of investment, estate, retirement, risk management, and philanthropic planning to deliver exceptional service and holistic wealth management solutions to high net worth clients. This team fosters a collaborative environment that prioritizes client trust, control, and peace of mind.

Leadership Team

Client Services Team

Investment and Financial Planning

Operations and Client Service

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Leadership Team

About

Team members

Other teams at Carlson Capital Management

Client Services Team

Investment and Financial Planning

Operations and Client Service

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Leadership Team

About

Team members

Other teams at Carlson Capital Management

Client Services Team

Investment and Financial Planning

Operations and Client Service

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