CUSTOMIZED  WEALTH  MANAGEMENT

Because your investments should be as unique as you.

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

We are exclusively fee-only financial planners. This means we never accept commissions for any investment we make, nor are we motivated by “soft-dollar” or hidden benefits.

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.

FREE DOWNLOAD:
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

Gary P. Wagner

Principal, COO of Carnegie Investment Counsel

OUR SERVICES

“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, your likely looking to deliver the best opportunities for your employees and help them be worry-free and 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.

Want to learn more about Carnegie?

Click now to schedule your complimentary portfolio review.