Carnegie Investment Counsel
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Wealth Management for You
​& Those You Love

Proactive wealth and investment management services tailored to you and your family's needs.

Book An Appointment
ONE TO ONE ADVISOR RELATIONSHIP
ONE-TO-ONE ADVISOR RELATIONSHIP
CLEAR & SIMPLE APPROACH
CLEAR & SIMPLE APPROACH
FINANCIAL CONFIDENCE FOR THE FUTURE
FINANCIAL CONFIDENCE ​FOR THE FUTURE

What matters most to you? 

We will craft a wealth management plan to optimize for success.
Financial security now and in the future

Time with friends and family

Freedom to live well and travel

Funding education for younger generations

Retiring on time to make the most of later years

Giving generously to your favorite charity or ministry

SCHEDULE APPOINTMENT

​We understand you have life goals and ambitions that require resources. 

We also know that managing an effective wealth management plan on your own, or with poor advisement, can limit your financial success.

Carnegie is an SEC Registered Investment Adviser serving clients by the fiduciary standard – often considered the highest standard of service. As an independent advisor, we are not beholden to the influence of outside shareholders. The client’s best interest is at the center of our decisions.

Coupled with financial planning, we build diversified portfolios of actively managed securities that match our clients' risk comfort level and investment goals. Additionally, we provide a wide range of wealth management resources depending on your unique circumstances. ​

Fee-only

Independent

Fiduciary

$3 billion under management as of 3/31/21

Serving investors since 1974
call 800-321-2322

Are you looking to change financial advisors?


Finding an individual or firm who is working in your best interest is crucial. Enclosed in our eBook are four questions we recommend you ask any prospective group you review. Plus, you'll learn:

The difference between fiduciary and suitability standards

Learn how some advisors may not be required to work in your best interest

Be aware of various types of hidden costs

The importance of third party custodians

The difference between fee-based and fee-only

Download Now​ - It's Free

With an effective investment strategy in place, you can relax and focus more on what brings you happiness.

You want to invest and grow your wealth but doing that on your own can be overwhelming. We work to understand your financial objectives then create a personalized wealth management plan that fits your needs. 

​At Carnegie, we know you want to be a confident investor. In order to do that, you need a strategic investment and wealth management plan that meets your specific goals. Plus, you need a trusted advisor to oversee that plan. The problem is there are so many types of advisors out there, it’s difficult to know who has your best interest at heart. This may make you feel skeptical about who to partner with. ​

As a fiduciary, we strive to eliminate conflicts.

We provide transparency and implement a strategy that you can understand. Carnegie has been serving investors since 1974. Plus, we have been recognized as Financial Times Top 300 Registered Investment Advisors. 
​
Get your personalized investment plan started. Book an appointment with an advisor to assess your current financial position. Next, we develop a plan centered on your goals. You can feel confident we will implement your strategy, so that you can focus on more of what brings you joy.
schedule appointment
Wealth Management for Individuals and Families
Complementary Consultation
SCHEDULE A ​COMPLIMENTARY
​​CONSULTATION


We get to know you to assess your ​current investment and financial situation.
Discuss Your Goals
DISCUSS YOUR GOALS ​
​AND DEVELOP A CLEAR PLAN


We organize and structure a plan for ​reaching your financial goals.
Implement Your Financial Plan
IMPLEMENT YOUR PLAN
​WITH ​CONFIDENCE


We monitor and strategically adjust your plan ​to keep it relevant throughout your life’s changes.
Book An Appointment

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Telephone

800-321-2322

Email

info@carnegieinvest.com

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Carnegie Investment Counsel is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Neither the information nor any opinion expressed is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. ​For more information please visit our full disclosures page. ​

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Locations

Cincinnati, OH
Cleveland, OH
Ft. Myers, FL
Los Angeles, CA
New York City, NY
Philadelphia, PA
Pittsburgh, PA
​Toledo, OH

©2022 Carnegie Investment Counsel. All Rights Reserved. 
  • Home
  • Services
    • Investment Management
    • Financial Planning
    • Corporate Retirement Plan
    • Who We Serve >
      • Individuals and Families
      • Foundations and Non Profits
      • Religious Entities
  • About
    • Team
    • Why RIA?
    • News & Press
    • Resources
    • Disclosures
  • Blog
    • Carnegie Investment Counsel Blog
    • Nonprofit Investment Blog
  • Contact
    • Locations
    • Request for Proposal
  • Client Login
  • Talk to An Advisor
    • Portfolio Analysis