Carnegie Private Wealth
Bank Credit Union
Why pick this one
They provide tailored wealth management strategies and have a combined experience of over 130 years from their founding professionals.
Best for
- individuals and families seeking personalized wealth management
- clients looking for proactive retirement and estate planning
Look elsewhere if
- clients seeking low-cost investment options
- those interested in traditional banking services
Specialties
- retirement planning
- estate planning
- financial organization
- cash flow management
- tax & charitable planning
Certifications
- CFP
- CPA
- CIMA
- CDFA
- MBA
What makes them different
- founded by five professionals with over 130 years of combined experience
- partnered with LPL Financial's Strategic Wealth Services
- supports local organizations and charitable initiatives
- actively develops the next generation of wealth management professionals
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 6101 Carnegie Blvd Ste 520, Charlotte, NC 28209
- Phone
- 7047336880
- Website
- https://www.carnegieprivatewealth.com/
- info@carnegiepw.com
Services
- wealth management
- investment planning
- family wealth planning
- risk management