About Company

Carnegie Private Wealth is an independent wealth management firm based in Charlotte, NC that provides comprehensive financial planning and investment advisory services, including customized investment management, cash flow and retirement planning, business and tax planning, insurance and risk analysis, executive services, estate and legacy planning, fiduciary services, and credit strategies; Carnegie Private Wealth partners with LPL Financial to deliver securities and advisory services, emphasizes building real, meaningful client relationships through attentive listening and tailored planning, and leverages advanced technology and a collaborative team approach to create personalized strategies that support clients’ long-term financial goals and community commitments.

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