Carnegie Wealth Management Email Format

Investment ManagementPennsylvania, United States2-10 Employees

Carnegie Wealth Management is an independent, employee-owned investment management firm based in Berwyn, in the suburban Philadelphia region. With more than 30 years of investment experience, the firm focuses on providing tailored guidance to its clients. Its client base includes families, business owners, public company insiders, foundations, and endowments across more than 20 states. Advisory services are offered through Carnegie Wealth Management, LLC, while securities and advisory services are provided through The Strategic Financial Alliance, Inc. (SFA), which operates independently of Carnegie Wealth Management, LLC. The firm uses a five-step investment process to construct portfolios that reflect each client’s unique circumstances. In May 2022, Carnegie Wealth Management announced the acquisition of Covered Bridge Advisors, LLC.

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