A complete list of active advisors currently associated with Carnegie Wealth Management, LLC

Warmer can help you find a great advisor at Carnegie Wealth Management, LLC or one who fits your needs even better.

Carnegie Wealth Management is a registered investment adviser that serves individuals, high‑net‑worth individuals, trusts, estates, businesses and retirement plans. The firm’s team of four advisors provides discretionary and non‑discretionary portfolio management, financial planning and consulting for custodied accounts as well as for held‑away retirement and insurance‑related accounts. The firm generally pursues a primarily long‑term, strategic asset allocation approach while employing tactical adjustments as market conditions warrant, using fundamental and technical analysis. Portfolios are customized and may include mutual funds, ETFs, individual equities and fixed income, REITs, structured investments and alternative assets; Carnegie Wealth monitors accounts regularly and conducts formal reviews at least annually, with more frequent oversight for held‑away plan accounts via a third‑party portfolio and order management system. Compared with many peers, Carnegie Wealth routinely manages held‑away defined contribution and insurance‑related assets through a third‑party platform that enables oversight and rebalancing without taking custody of those assets. The firm discloses that a supervised person is licensed to sell insurance and that it receives certain third‑party benefits (including an institutional relationship with a major custodian) and referral fees for loan introductions, each of which it identifies as potential conflicts and addresses in its disclosures.

To learn more about the advisors currently working at Carnegie Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.