At Carnegie, we provide you custom portfolio and wealth management solutions for a more secure, flexible, and rewarding life.
8087 Washington Village Dr #110
Dayton, OH 45458
WHO WE ARE
The Carnegie Wealth Management team in Dayton, OH makes it a priority to educate and provide you with the resources to build and manage an investment portfolio that sets you up for long-term growth and success.
WHO WE HELP
We provide custom wealth management and expertise to the residents of Dayton, OH as well as the surrounding area, such as Oakwood, Yellow Springs, Centerville, Beavercreek, Englewood, Tipp City, 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?
Dayton, OH has become one of the 100 best cities to live in the U.S., sits below the U.S. average for overall cost of living, and offers a premium opportunity for personal and professional growth. The housing within downtown Dayton and the surrounding suburbs are very affordable and offer some of the best schoolings in all of Ohio. Dayton is a rising city when it comes to new business and job growth, meaning more opportunity for investing in residential and commercial properties. Quality multi-family homes range under $200k and there are plenty of great investment properties downtown you can find under $100k. With Dayton’s economy continuing to grow, affordable housing, and quality education, you and your family can live a very comfortable life and have the flexibility to invest for generations to come. We welcome you to learn more from our financial advisors today to help educate, plan, and customize a smarter and more rewarding investment plan tailored to your needs.
Let’s hear about your dreams and start building your portfolio!
Click now to schedule your complimentary portfolio review