Company Overview
- Headquarters
- 850 Cassatt Road Suite 225, Berwyn PA
- Website
- carnegiewealth.com
- Phone
- (610) 640-****
- Employees
- 8
- Founded in
- 1985
- Industry
- Investment Bank/Securities Brokerage
- SIC Code
-
6722 - Management Investment Offices, Open-end
Financials & Stats
Revenue
$3B
Who is CARNEGIE Wealth Management
Carnegie Wealth Management is an independent investment management firm based in Berwyn, Pennsylvania. The firm is employee owned and operated, with a team of 8 employees. Carnegie Wealth Management provides advisory services to a diverse clientele, including over 200 families, business owners, public company insiders, foundations, and endowments across more than 20 states. The firm utilizes a 5-step investment process, tailoring portfolios to each client's unique financial situation. Carnegie Wealth Management's approach emphasizes personalized advice and a long-term perspective. They prioritize understanding each client's needs and goals to develop customized investment strategies. For inquiries or account-specific concerns, clients are encouraged to contact Carnegie Wealth Management directly at [email protected]. Their office is located at 920 Cassatt Road, Suite 202 in Berwyn, Pennsylvania.
Company Leadership
CARNEGIE Wealth Management Tech Stack
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