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Welcome to Carlson Wealth, LLC
We Are Wealth Managers, Not Just Investment Advisors
Carlson Wealth specializes in financial planning, which includes investing, but also incorporates budgeting, taxes, insurance, mortgages, trusts, wills, etc.
If all you are looking for is someone to handle your investing you just want an investment advisor, but if you want an advisor that can help you with your complete financial picture you are looking for a wealth manager.
We can offer you extensive financial planning. We are full-time professionals with specialized education and years of experience in investing and solving various financial issues.
How Much Risk Is Right For Me?
How do we help you identify what is right for you?
We use a proven process to help our clients isolate the amount of risk they want to take in their portfolio by utilizing a service called Tolerisk. We always spend time speaking with you one to one to learn about your individual situation – the Tolerisk tool is only one of several additional tools we will use to help understand your risk tolerance and identify strategies which might be appropriate.
Do you know your Risk Number?
It's important to make sure your portfolio aligns with your risk number - we use a recognized system known as Riskalyze to help our clients identify their risk number:
