Cincinnati Office

We provide customized portfolio and wealth management to make sure you can live a more flexible and rewarding life.

CINCINNATI TEAM

Stephanie Bush

Compliance and Integration Director

Elizabeth Hammelrath

Office Administrator

Thomas P. Carroll, CFP®

Financial Planner

Heidi Rose, CFP®

Financial Planner

CONTACT US

2142 Alpine Pl
Cincinnati, Ohio 45206

Phone: 513.861.1889
Toll free: 877.804.1905
Fax: 513.961.1034

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WHO WE ARE

The Carnegie Wealth Management Cincinnati, OH team strives to help you build and manage your portfolio that will set you up for long-term growth and happiness.

WHO WE HELP

We provide custom wealth management and expertise to the residents of Cincinnati, OH as well as the surrounding cities, including Wyoming, Sharonville, Mason, Norwood, Finneytown, Reading, White Oak, Blue Ash, Montgomery and more.

WHAT WE DO

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

We believe you should look forward to retirement and not worry about the stress of knowing when is the right time. We listen to your goals, educate you about smart investing, learn about your financial history, and give you the resources to create a financial plan that can set you up for a happy and stress-free retirement.

DID YOU KNOW?

Cincinnati, OH is below the US average for cost of living and well below the housing average. Multi-family homes average at about $200k meaning with smarter investments you can buy that second house, vacation home, retire early, or invest in your kids or grandkids future without the stress of having enough money for retirement or future planning. Cincinnati has also become a thriving city for start-ups and new business, meaning an increase in jobs and population density, which means there’s plenty of opportunity for outside investments. Overall, with an affordable cost of living, a rising economy, strong public and private schools, we believe Cincinnati offers a great opportunity for personal and professional growth. We welcome you to speak with one of our financial planners today to educate you and create a smarter and more rewarding investment plan. We listen to what your needs are and create a custom portfolio that is as unique as you are. Whether you want to save for a retirement plan, open a savings account for your children, or simply save for a rainy day, we are the experts you can talk to and trust.

Want to learn more about Carnegie?

Click now to schedule your complimentary portfolio review.