Cleveland Office

Custom portfolio and wealth management to give you and your family the comfort, security, and financial freedom to prosper and grow.

CLEVELAND TEAM

richard alt cleveland ohio carnegie investment counsel

RICHARD ALT

Principal/Chief Investment Officer

william andersen cleveland ohio carnegie investment counsel

WILLIAM ANDERSON

Wealth Advisor/Portfolio Manager

ENSIGN COWELL, CFA cleveland ohio carnegie investment counsel

ENSIGN COWELL, CFA

Director & Senior Wealth Manager

JODI COWGILL cleveland ohio office carnegie investment counsel

JODI COWGILL

Senior Portfolio Administrator/Trader

MARYBETH FITZGERALD cleveland ohio carnegie investment counsel

MARYBETH FITZGERALD

Personnel & Client Service Manager

LINDA FOUSEK, CFA cleveland ohio carnegie investment counsel

LINDA FOUSEK, CFA

Portfolio Manager

GWEN GRAHAM cleveland ohio office carnegie investment counsel

GWEN GRAHAM

Client Service Manager

KYLE KOPECKY cleveland ohio carnegie investment counsel

KYLE KOPECKY

Client Service Manager

BRENT LUCE cleveland ohio carnegie investment counsel

BRENT LUCE

Senior Portfolio Manager

MINDY MACKEY cleveland ohio office carnegie investment counsel

MINDY MACKEY

Concierge/Marketing Manager

S. STERLING TED MCMILLAN cleveland ohio carnegie investment counsel

S. STERLING "TED" MCMILLAN

Director & Senior Wealth Manager

ARTHUR G. MERRIMAN, III, CFA® cleveland ohio carnegie investment counsel

ARTHUR G. MERRIMAN, III, CFA®

Principal/Senior Portfolio Manager

DOUGLAS PEASE cleveland ohio office carnegie investment counsel

DOUGLAS PEASE

Trader/Portfolio Manager

JAMES JIM PEASE, CFA® cleveland ohio carnegie investment counsel

JAMES "JIM" PEASE, CFA®

Director/Senior Wealth Advisor

RAZMIG POUNARDJIAN cleveland ohio carnegie investment counsel

RAZMIG POUNARDJIAN

Portfolio Manager

GARY P. WAGNER, AIF® cleveland ohio office carnegie investment counsel

GARY P. WAGNER, AIF®

Principal/Chief Operations Officer

SUE YEAGLEY cleveland ohio carnegie investment counsel

SUE YEAGLEY

Senior Portfolio Administrator

CONTACT US

30300 Chagrin Blvd
Pepper Pike, OH 44124

Phone: 216.367.4114
Toll free: 800.321.2322
Fax: 216.523.8380

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WHO WE ARE

The Carnegie Wealth Management Cleveland, OH team are your trusted financial advisors to help you build and manage a 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 Cleveland, OH as well as the surrounding area, including Chagrin Falls, Westlake, Brooklyn Heights, Rocky River, Moreland Hills, Bainbridge, Chesterland, Willoughby, 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 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.

Retirement Plan Services

We believe your business and employees should look forward to retirement. We listen to your goals, educate you about smart investing, learn about your financial history, and set up a 401k plan that will set you and your employees up for a happy and stress-free retirement.

DID YOU KNOW?

Cleveland, OH sits below the US average for overall cost of living and well below the housing average, making the city limits and surrounding suburbs very affordable to live in. Multi-family homes average at about $200k with great options to invest in waterfront properties near Lake Erie and the Rocky River. Cleveland’s economy has also seen a surge where more businesses are relocating to downtown and future job growth is growing, meaning there are plenty of opportunities for smart outside investments. Overall, with an affordable cost of living, a rising economy, and strong public and private schools, we believe Cleveland offers a great opportunity for personal and professional growth for not only you but for generations of your family. We invite you to learn more about how our trusted financial advisors help customize a smarter and more rewarding investment plan that sets you up for long-term success.

Are you ready to start building your portfolio?

Click now to schedule your complimentary consultation