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Our Approach

Understand. Plan. Invest. Monitor. Report.

The Investment Advice You Need, When You Need It 

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.

Understanding Our Clients

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.

Financial and Wealth Planning

The foundation for every investment portfolio, is a carefully constructed financial plan and wealth plan for tomorrow. We’ll use the most pertinent parts of our conversation to build financial and wealth plans that can serve you and your family for years to come.

Investment Portfolio Construction

Based on your optimized financial and wealth plans as well as your particular level of risk, we will research and select investment managers and construct an investment portfolio tailored to meet your needs .

Portfolio Monitoring and Rebalancing

As your assets grow and change, so might your goals. We keep a watch over your portfolio and we’ll recommend adjustments to your portfolio as your needs advance.

Investment Performance Reporting

Your input is important to us. We develop and distribute reports that detail the progression of your investments for you to review. We then use your feedback to adjust and better your portfolio so that you’re always on track to achieving your goals.

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