Fort Myers Office
At Carnegie, we provide you custom portfolio and wealth management solutions for the long-term growth and happiness of you and your family.
FORT MYERS TEAM
WHO WE ARE
The Carnegie Wealth Management team in Fort Myers, FL are your trusted financial planners to help you build and manage an investment portfolio that makes planning for your future easy and stress-free.
WHO WE HELP
We provide custom wealth management and expertise to the residents of Fort Myers, FL as well as the surrounding area, such as McGregor, Whiskey Creek, Cape Coral, Page Park, and nearby Sanibel Island.
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?
Fort Myers, FL has been named one of the 100 best cities to live in the U.S. by U.S. News. The average cost of living is even with the U.S. average and the median home price is under $200k. It has become a popular location for retirement as the median age is 47-years old. You can’t blame people who want to retire here or find a home for the winter – the housing market has been thriving for years and you get to enjoy the beautiful South Florida weather. Fort Myers also continues to see job growth and more businesses starting up in the city, giving you opportunities for outside investments. With Fort Myers’s economy continuing to grow, warm weather, competitive housing market, and plenty of recreation activities, 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 and learn how we can help you create a smarter and more rewarding investment plan for you and your future.
Let’s hear about your dreams and start building your portfolio!
Click now to schedule your complimentary portfolio review