What's New (2007/2008)?

After Founding and serving as Managing Member and Principal Broker for The Carlson Johnston Group, LCC from 2003 through 2006, Mike Carlson splits from The Carlson Johnston Group, LLC to establish The Carlson Company, Inc. in January of 2007.

"The Carlson Company, Inc. represents a further refinement of the successful business models, practices and service offerings that have been developed and implemented over the past 11 years."

Mike D. Carlson, President, The Carlson Company, Inc.

The bottom-line investor/client benefit will be that ALL existing Clients AND new Clients will always directly work with Mike Carlson as the single-primary point of contact for all critical services contracted. This is CORE VALUE and OPERATING PRINCIPLE of The Carlson Company, Inc.

Mike's background includes 11+ years serving the private investor in the investment real estate and finance fields and over 22 years of broad-based business management and ownership experience. Over his career Mike has counseled hundreds of individuals with a vast array of differing goals, objectives, and circumstances in developing and executing successful finance and investment real estate programs as part of an overall Wealth Management and Asset Allocation plan. 

On the transaction side, Mike has been the sole or lead advisor/agent to the private investor in SEVERAL HUNDRED MILLION DOLLARS worth of real estate transactions, loan placements, IRC 1031 Exchanges and various Real Estate Ventures since 2002; and many millions more since 1996.

Additionally, Mike has established long-term business relationships with the most experienced professionals in the investment real estate, finance, wealth management, real estate development and specialty service fields.

Worth noting is that The Carlson Company, Inc. has the ONE-STOP in-house expertise to offer clients BOTH Comprehensive Wealth Management AND Investment Real Estate specific advisory services. We believe that in order to achieve consistent long-term results a multi-disciplined, multi-asset class approach is paramount in any overall long-term investment strategy.

In summary, we look forward to our continued relationships with existing clients as well as the opportunity to serve new clients during 2007 and beyond.

See References & Services Provided, Testimonials and Case Studies