Wesley W. Creese, CPA

Wesley W. Creese, CPA
Principal & Investment Advisor
Pittsburgh - North

Email Wes Creese

Or call ​412.748.0231

“What I love most about my job is giving my clients peace of mind.” 

​As Principal and Investment Advisor at Carnegie Investment Counsel, Wes Creese thrives on bringing peace of mind to his clients through advanced financial, tax and estate planning services. His focus is helping high-net-worth individuals and small businesses. Wes's clients benefit from his 25 years of experience as a financial advisor and 40 years as a Certified Public Accountant.  
 
Before joining Carnegie in 2022, Wes was the founder and President of RiverStone Wealth Management in Wexford, PA, just twenty minutes north of downtown Pittsburgh. He is a current board member at Pine Valley Bible Camp, where he volunteers to help and guide underprivileged, intercity youth. Wes is active in his church, participating in mission trips and other outreach activities. 
 
Wes and his wife Tracey have been married for 40 years and have five children and seven grandchildren. 

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CPA – Certified Public Accountant
Certified Public Accountants are licensed and regulated by their state boards of accountancy. While state laws and regulations vary, the education, experience and testing requirements for licensure as a CPA generally include minimum college education (typically 150 credit hours with at least a baccalaureate degree and a concentration in accounting), minimum experience levels (most states require at least one year of experience providing services that involve the use of accounting, attest, compilation, management advisory, financial advisory, tax or consulting skills, all of which must be achieved under the supervision of or verification by a CPA), and successful passage of the Uniform CPA Examination. In order to maintain a CPA license, states generally require the completion of 40 hours of continuing professional education (CPE) each year (or 80 hours over a two-year period or 120 hours over a three-year period). Additionally, all American Institute of Certified Public Accountants (AICPA) members are required to follow a rigorous Code of Professional Conduct which requires that they act with integrity, objectivity, due care, competence, fully disclose any conflicts of interest (and obtain client consent if a conflict exists), maintain client confidentiality, disclose to the client any commission or referral fees, and serve the public interest when providing financial services. The vast majority of state boards of accountancy have adopted the AICPA’s Code of Professional Conduct within their state accountancy laws or have created their own.