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Carlson Capital Management

Financial Services

Specialities :
Investment management
Estate planning
Tax planning
Financial advisors
Retirement planning

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
51 - 200
About Us
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Employees
Buyer Intent
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Frequently Asked Questions About Carlson Capital Management

What does Carlson capital management do?+

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...

What are Carlson capital management's specialties? +

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,and family meetings

What is Carlson capital management's industry? +

Carlson capital management operates in the Financial services industry.

What is Carlson capital management's revenue? +

Carlson capital management's revenue is 11m - 100m

What is Carlson capital management's company size? +

Carlson capital management has 51 - 200 employees.

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