Carnegie Wealth Strategies, LTD.
Carnegie Wealth Strategies, LTD. is a wealth management and investment advisory firm founded in 1986. We have offices in Atlanta, GA and Chicago, IL. At Carnegie we develop financial strategies and solutions for all aspects of our clients’ lives. Our greatest strength comes from the knowledge and dedication of our team. The result is exceptional service and a bonding rarely found in today’s marketplace.
Our primary objective with each client is to cultivate an enduring financial relationship built on customized client-driven strategies. Our focus lies in two areas: Integrated, personalized financial planning, and investment management. We feel that as an independent boutique we can provide the most objective advice available. Whether a client’s concern is portfolio efficiency, tax minimization, retirement income solutions, estate planning, or ERISA compliance, we can help.