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How We Help
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Investment ManagementCustomized investment portfolios designed around your goals, time horizon, risk tolerance and financial circumstances.
Nonprofit Investment ManagementSpecialized investment management and fiduciary guidance for nonprofit organizations, foundations and endowments.
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Wealth & Financial PlanningComprehensive financial planning to help bring your investments, retirement, tax considerations, estate planning and other financial priorities together.
Corporate Retirement Plan ManagementFiduciary-focused retirement plan consulting and investment services designed to support employers and improve participant outcomes.
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Frequently Asked Questions
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What areas does Carnegie’s Cleveland office serve?
Carnegie Investment Counsel’s Cleveland headquarters is located in Pepper Pike, approximately 12 miles east of downtown Cleveland. Our advisors work with clients throughout Greater Cleveland and Northeast Ohio, including Pepper Pike, Beachwood, Shaker Heights, Orange Village, Moreland Hills, Chagrin Falls, Lyndhurst, South Russel, Solon, and surrounding communities. We also serve clients throughout the United States.
Are Carnegie’s Cleveland financial advisors fiduciaries?
Yes. Carnegie Investment Counsel is an SEC-registered investment adviser and serves clients as a fiduciary. That means we are obligated to put our clients’ interests first when providing investment advice. Carnegie is also fee-only and does not earn commissions for recommending investments or financial products.
What financial services are available through Carnegie’s Cleveland office?
Our Cleveland team provides comprehensive wealth management, customized investment management and financial planning for individuals and families, along with specialized investment management for nonprofits, foundations and endowments and retirement plan services for employers.
For individuals and families, our advice often begins with what is happening in their lives. We help clients prepare for and transition into retirement, manage an inheritance, take on financial responsibilities for aging parents or other loved ones, navigate divorce or the loss of a spouse, sell a business, plan their legacy, and make thoughtful decisions about transferring wealth to future generations. We also work with families across generations. That may mean helping grandparents align their investment and estate planning strategies with goals for their children and grandchildren, helping a newly single individual simplify and organize their financial life, or working with a business owner to prepare financially for a future sale or liquidity event. Because every client’s circumstances are different, our Cleveland financial advisors bring investment management and financial planning together to create a strategy built around the life you have today and what you want your wealth to accomplish in the years ahead. |