GW

Gary Wagner

Principal/COO

Carnegie Investment Counsel

Solon, Ohio


Contact Information

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Company Information

Company
Carnegie Investment Counsel
Industry
investment management
Employees
72.0
Seniority
C suite
Annual Revenue
277000.0

Technologies

DNS Made Easy Outlook Hubspot VueJS React Adobe Media Optimizer Google Analytics reCAPTCHA Mobile Friendly Google Tag Manager Vimeo Google Dynamic Remarketing Facebook Custom Audiences Linkedin Marketing Solutions Weebly Facebook Login (Connect) Facebook Widget Google Font API DoubleClick DoubleClick Conversion Cedexis Radar AI

Keywords

fiduciary independent portfolio management personal financial planning endowments nonprofit portfolio management wealth management feeonly retirement plan services retirement planning retirement 401 investment management estate planning tax strategies risk management asset protection personalized service fiduciary advisors consultation 401(k) plans 403(b) plans nonprofit investment management corporate retirement services philanthropic planning client education performance reporting investment policy statement cash flow management financial wellness employee engagement compliance support investment selection custom investment strategies fee-only model high-net-worth strategies long-term financial goals dedicated advisor transparent fees custom-built wealth strategies financial clarity nonprofit financial support community foundations investment guidance risk assessment plan administration investment monitoring advanced technology strategic adjustments ongoing reviews comprehensive wealth management client-focused approach holistic financial planning financial literacy educational workshops participant education programs trustworthy financial management institutional investment guidance financial services law practice legal services consulting management consulting

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