Customized Wealth Management

Because your investments should be as unique as you.

Custom Portfolio Management

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.

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Wealth Management & Planning

Planning is the key to the 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.

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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.

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  • Fiduciary Responsibility

  • Our principles highly influence our decisions that impact the success of our clients. We strive to always put clients’ interests first.
  • Fee Only

  • Our compensation model is transparent, easy to understand and successful. We are fee-only, so when you succeed, we do too.
  • Independent

  • By remaining independent, we stay true to our focus without the distractions of outside shareholders or sales of proprietary products.
  • Customization

  • 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

Gary Wagner - Carnegie Investment Counsel

Gary P. Wagner

Principal, COO of Carnegie Investment Counsel

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.

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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.

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News & Events

Carnegie Investment Counsel Named to 2018 Financial Times 300 Top Registered RIAs

Carnegie Investment Counsel is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.

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We are pleased to announce our recent merger with Midwest Investment Management

Welcome Senior Portfolio Advisors: Bob Yaroma, Norman Klopp, Elmer “Al” Meszaros, Keith Vargo, Peter Vanden Broeck, and Meg Halloran. Welcome also to Client Services Managers: Laurel Lawrence and Kendall Exline

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Carnegie Investment Blog

  • Trust the Process: Volatility is Normal

    The last few weeks have been a little unnerving for those invested in the stock market. The media constantly bombards you with reasons (trade wars, higher interest rates, China) as to why the market is falling. Of course, it’s important to know why but understand that we have little control over the variables that make […]

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  • Scar Tissue

    This week in the financial media, there have been many articles and stories written about the 10th anniversary of the financial crisis of 2008. The bankruptcy of Lehman Brothers, the sale of Bear Sterns to JP Morgan and the near collapse of the U.S. financial system was all very scary and taught us a lot […]

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  • Mistakes Were Made

    While I was traveling last week on vacation, I read Michael Batnick’s latest book Big Mistakes: The Best Investors and Their Worst Investments. So often, when we think of great investors, athletes and leaders, we tend to define them by how successful they are. Many remember Michael Jordan’s game-winning shot to win the 1998 NBA […]

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