Straightforward financial guidance to simplify your life.

With wealth comes responsibility…and complexity. And with complexity comes the sacrifice of your greatest asset: TIME. Time and convenience are two things we seek to bring back into your life by offering robust wealth management services so you can focus on greater priorities.

​Our experienced wealth managers provide comprehensive financial services that involve investments, retirement planning, estate planning, tax strategies, and risk management. By bringing these components into one picture, you can ensure they’re aligned towards your overall life goals.

• Clear and organized financial plans.
• Confident and informed investment choices.
• More free time to enjoy life.

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Are you facing these challenges
​when managing your wealth?

For high-net-worth individuals, financial management can be a labyrinth of intricate investments, tax implications, and estate planning. Juggling these can lead to missed opportunities, unnecessary risks, and a lack of clarity on your greater financial future.

• Juggling multiple investments and confusing paperwork?
• Struggling with tax strategies and retirement planning?
• Seeking trustworthy advice in a complex financial landscape?

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Financial clarity can breed
​peace and prosperity.

At Carnegie, we understand you need peace of mind for you and your family’s well-being and want to avoid costly mistakes throughout the twists and turns of life. We provide personalized strategies to clear the clutter so you can focus on what truly matters.

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A full suite of wealth management
​services in one place.

Imagine making one phone call instead of ten. At Carnegie, your dedicated wealth management team offers a comprehensive range of services to address every aspect of your financial life. From investment planning to estate strategies, we manage the details so you can focus on enjoying your wealth with the confidence that it’s in capable hands. With Carnegie, your wealth is managed efficiently and effectively, helping you achieve your financial goals and preserve your wealth for future generations.​

Investment Management

Tailored investment strategies to grow assets and achieve financial goals.

Financial Planning

Comprehensive plans covering budgeting, cash flow analysis, and savings strategies.

Tax Planning

Strategies to minimize tax liabilities and optimize tax-efficient investment approaches.

Retirement Planning

Assistance in preparing for retirement through savings plans, investment strategies, and retirement income planning.

Estate Planning

Guidance on how to manage and distribute assets according to your wishes, including wills and trusts.

Risk Management

Assessing risks to protect wealth through insurance and diversification strategies.

Asset Protection

Strategies to safeguard assets from creditors and unforeseen circumstances.

Philanthropic Planning

Advice on charitable giving and setting up foundations or donor-advised funds.

Cash Flow Management

Analysis and management of income, expenses, and investments to maintain financial health.

Regular Reviews and Adjustments

Ongoing monitoring of financial plans and investments to adapt to changing circumstances and goals.

Dedicated & Experienced Team

Our team is made up of 30+ experienced and licensed/credentialed investment and financial professionals. At Carnegie, our culture is to collaborate with one another to derive the best possible recommendations and outcomes to help meet your needs. Based on your current situation, we will consult internal specialists for proper direction. 

Additionally, you can expect your wealth management team to provide emotional support, helping you make rational financial decisions and avoid common pitfalls such as panic selling during market downturns or chasing high-risk investments.

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All-in-One Financial Dashboard & Ongoing Reporting

• Client portal access to full financial view
• Monthly custodian reporting
• Quarterly investment performance reporting
• Financial planning reviews
• In-person, video conference, or phone meetings as needed

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7-Step Wealth Planning Process

Three steps to a clearer
​financial organization.

Book your consultation

Schedule a complimentary consultation with one of our advisors to discuss your financial goals and challenges.

Tailor your strategy

Work with your advisor to develop a personalized wealth management plan that aligns with your objectives.

Implement and adjust​

Put your plan into action and benefit from ongoing monitoring and adjustments to keep you on track.

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Whether you invest with us or with someone else, we want you to feel empowered.

Download our free checklist

About Carnegie Investment Counsel

Carnegie Investment Counsel is a Registered Investment Adviser (RIA) under the Investment Advisers Act of 1940, regulated by the Securities and Exchange Commission. Therefore, our seasoned professionals always adhere to the fiduciary standard. We are dedicated to helping you preserve and grow your wealth towards your future aspirations and goals, while consistently striving to avoid, disclose, or eliminate potential conflicts of interest.

• 50-year history of serving clients. 
• $4.5 billion in assets under management (as of date).
• 100% fiduciary, always placing our clients’ interests first.
• 100% independently owned and operated with no outside shareholders.
• 100% fee-only structured so when you do better, we do better.
• Use of third-party custodian for added security.
• Unaffiliated with banks or brokerage firms.

Financial Planning Topics by Carnegie Advisors

Be Prepared: 5 Key Components to a Strong Financial Plan

Since 1907, "Be Prepared” has been the motto for millions of Boy and Girl Scouts around  the world. The expression represents the constant readiness and willingness in both mind and body to do the right thing at the right moment. Read more.

15 Documents to Bring to Your Financial Advisor Meeting

We created this financial advisor meeting checklist to help you get ready to meet with your advisor. Some of these items may not apply to your particular situation. Simply use this financial advisor checklist of documents to guide you as you prepare. Read more.

6 Things to Consider Before You Retire

As you approach your retirement years, you probably have questions or concerns about how your retirement will look. Creating some certainty by reducing the number of potential surprises can go a long way toward alleviating those concerns. Read more.