Our Services

As a trusted fiduciary, we are focused on understanding your personal dreams and helping you achieve the financial goals to get you there.

Carnegie Investment Counsel Services

Carnegie Investment Counsel provides custom portfolio management and planning for clients throughout their lives and constantly evolving financial goals. We specialize in a range of financial services, including Custom Portfolio Management, Wealth Management & Planning, and Retirement Plan Services. However far your scope of financial needs range, we will be there to guide you.

Your success is the bottom line of our relationship. We work to understand your needs, adhering to time-tested disciplines while responding to the extraordinary dynamics of today’s global investment picture. By remaining independent, we stay true to our focus without the distractions of outside shareholders or sales of proprietary products.

Our services include:

We serve an eclectic – and impressive – client base including retirees, professional musicians, business owners and entrepreneurs, educators, executives, attorneys, world-renowned architects, physicians, private foundations, and endowments. Perhaps you belong there, too.

Gary’s Guide to Hiring a Financial Advisor

The investment industry has created a confusing and complex myriad of choices for you to consider. It can be a challenge to understand who has your best interest in mind. That said, finding a trusted and competent financial advisor can be one of the most rewarding aspects of investing.

Want to learn more about Carnegie?

Click now to schedule your complimentary portfolio review.