CUSTOMIZED WEALTH MANAGEMENT
Because your investments should be as unique as you.
Our principles highly influence our decisions that impact the success of our clients. We strive to always put clients’ interests first.
Our compensation model is transparent, easy to understand and successful. We are fee-only, so when you succeed, we do too.
By remaining independent, we stay true to our focus without the distractions of outside shareholders or sales of proprietary products.
By tailoring portfolios to clients’ unique circumstances, we are able to enhance the likelihood of success in meeting their goals and objectives.
Gary’s Guide to Hiring a Financial Advisor
The investment industry has created a confusing and complex myriad of choices for you to consider. It can be a challenge to understand who has your best interest in mind. That said, finding a trusted and competent financial advisor can be one of the most rewarding aspects of investing.
Gary P. Wagner
Principal, COO of Carnegie Investment Counsel
Don’t Miss This Great Retirement Tax Break: Net Unrealized Appreciation
If you are retiring soon and own stock from your employer that is publicly traded in a qualified retirement plan, the use of Net Unrealized Appreciation (NUA) may represent a major tax planning opportunity. This may also reduce the size of your future required minimum distributions and provide estate planning options.
“What sets us apart? As a trusted fiduciary, we are focused on understanding your personal dreams and helping you achieve the financial goals to get you there.”
Portfolio Management Services
We’ll begin by gathering information about your circumstances, listening to your concerns and learning about your aspirations for the future. Focusing on the issues that are important to you, our financial consultants will work with you to develop sophisticated, tailor-made solutions to your needs.
Wealth Management & Planning
Planning is the key to building, protecting and managing wealth over time. Our holistic approach is a dynamic process that focuses on helping you minimize taxes, pursue opportunities and transition your wealth through the expertise of our investment advisors.
Retirement Plan Services
As a Plan Sponsor, you are likely looking to deliver the best opportunities for your employees and help them be confident about their financial future. Of course, you must also minimize your personal risk associated with being a trustee and manage a complex maze of regulatory requirements. Allow us to assist you.
Want to learn more about Carnegie?
Click now to schedule your complimentary portfolio review.