Carnegie Wealth Management

Investment ManagementPennsylvania, United States2-10 Employees

TRUSTED FOR DECADES BY PUTTING CLIENTS FIRST

Carnegie Wealth Management is an independent, employee owned and operated investment management firm based in suburban Philadelphia. Because we are an independent boutique, we are simply focused on providing the very best advice to every client. Our team has been leveraging our investment experience to benefit our clients for over 30 years. We currently advise over 200 families, business owners, public company insiders, foundations and endowments across more than 20 states.
 
At Carnegie Wealth Management, we use our 5-step investment process to construct your portfolio. Our approach, customized to your unique situation, is centered around truly understanding what is most important to you.  Our relationship starts with conversations focused on learning your investment history, current financial situation and plans for your future. We’ll listen to you, really listen so that we may gain a clear understanding of your financial attitudes and ambitions. Based on your optimized financial and wealth plans as well as your particular level of risk, we will research and select investments and construct an investment portfolio tailored to meet your needs.

Advisory Services are offered through Carnegie Wealth Management, LLC. Securities and Advisory Services are also offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA/SIPC, which is otherwise unaffiliated with Carnegie Wealth Management, LLC. Supervisory office 678.954.4000. Scott Sheffer is an investment advisor representative of Carnegie Wealth Management and a registered representative and investment adviser representative of SFA. All information contained herein is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, securities or advisory services. Investments in securities involve risk, including the potential loss of principal invested. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site. Opinions expressed herein are those of the author and do not necessarily reflect those of The Strategic Financial Alliance, Inc., its officers, directors, employees or associated persons.

Carnegie Wealth Management, LLC
667 Exton Commons
Exton, PA 19341
(610) 640-4300
info@carnegiewealth.com
www.carnegiewealth.com

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