Overview

Carnegie Wealth Management, LLC has been serving clients nationwide since 1985. Carnegie is an RIA and also conducts private placement business through a broker/dealer. We provide both investment management and financial planning services. In 2018, we built and launched a new and more expansive investment offering and re-platformed all of our underlying technology (Investment manager due diligence, portfolio construction and trading, client portal, consolidated performance reporting and CRM. We are now seeking succession/sale opportunities whose underlying clients will benefit from an investment platform and client experience that is second to none.

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Last Activity
6 months or more

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