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Carnegie Investment Counsel Owner verified
78 Main St. #13 Sag Harbor, NY, 11963Last time updated: 3/21/25, 7:46 PM
About
As a Registered Investment Adviser (RIA), we specialize in delivering personalized financial guidance that empowers you to preserve and grow your wealth, freeing you to focus on what truly matters. We are fiduciaries, meaning your financial success is our sole priority. We tailor every strategy to your unique goals, actively monitoring and adapting to optimize your portfolio's performance. At Carnegie, you won't encounter hidden fees, commissioned sales, or products that serve anyone but you. Our fee-only model ensures transparency and trust, aligning your success with ours.
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Brendan A. Goldstein, Managing Director, and Wealth Advisor
Frequently Asked Questions
What associations does Carnegie Investment Counsel have?
Investment Adviser Association (IAA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF).
When was Carnegie Investment Counsel founded?
Carnegie Investment Counsel was founded in 1974.
Which days is Carnegie Investment Counsel open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What are Carnegie Investment Counsel main services?
Investment Management, Financial Planning, Wealth Management.
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