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Carlson Capital Management

Financial Services · Northfield, MN
Website: carlsoncap.com

Founded in 1987, Carlson Capital Management (CCM) is a comprehensive wealth management firm and trusted fiduciary advisor tha ... t brings together in one place the key disciplines of investment, estate, retirement/cash flow, 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. Receiving exceptional service and being wrapped in care are defining characteristics of the client experience at CCM. This three-minute film focuses on what it really means to us at CCM to partner with clients and their families. "To the extent we can make people’s lives better … what else is there?" Go to: https://www.youtube.com/watch?v=fwCtOcRADbs. read more

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