Carnegie Private Wealth

If your financial life has gotten to a place where it feels complicated and messy…. Pause. It doesn't need to feel that way. In fact, at Carnegie Private Wealth, our mission is to make our clients' lives easier. It's so simple, and, yet, so very important to people's overall sense of well-being and happiness. Here's what we know to be true: When money feels easy, life has a way of feeling better. #thursdaythoughts

As we celebrate Women’s History Month, it is an honor to highlight our very own Angela Ostendarp, who was recently featured in a Women of Finance article from LPL Financial. Please take a moment to read this incredible article highlighting her story, along with others who are trailblazing for the next generation. https://lnkd.in/eQC3Ts3q

Please join us in welcoming Lucas Decker, CFP®, to the Carnegie team! As a CERTIFIED FINANCIAL PLANNER™, Lucas focuses on clear solutions for each stage of life. His approach draws from both formal education, including an MBA from Ohio Dominican University, and real-world experience helping clients adapt their plans through life's changes. Lucas believes financial planning works best when it's straightforward and collaborative. Working together with clients, he develops strategies that align with clients’ specific goals and enable them to make smart, well-informed decisions with confidence. Learn more about Lucas: https://lnkd.in/eUZtmjDw

We are proud to welcome Kevin Lewis, CFP®, CEPA®, to the Carnegie team! Kevin’s approach to financial planning goes beyond the numbers—it’s about understanding what matters most to his clients and helping them build a path toward their goals. Since starting his career in 2014 and earning his CERTIFIED FINANCIAL PLANNER™ designation in 2023, Kevin has been committed to creating personalized, adaptable plans that evolve with life’s changes and provide peace of mind along the way. Collaboration is at the heart of Kevin’s work. He partners closely with his clients’ attorneys, accountants, and other professionals to ensure everyone is aligned and working toward the same goals. His process is built around clear communication, thoughtful planning, and a genuine focus on what’s best for each client. Learn more about Kevin: https://lnkd.in/eWGmRPMh

We are honored to announce Jordan Raniszeski, CFP®, CPA has been selected for the LPL Ambassador Council, representing his peers as one of 25 advisors chosen from among the 15,000 affiliated with LPL’s corporate RIA. Members are selected based on their demonstrated expertise, professional accomplishments, and commitment to advancing the financial services industry. This appointment gives our Carnegie Private Wealth team access to meaningful conversations with LPL leadership and some of our top-performing peer firms that are affiliated with LPL. As a council member, Jordan will have a chance to provide feedback and insights to help LPL on its mission to be the best wealth management firm in our industry. Read the full release: https://lnkd.in/ezw5cr4P

#MondayMotivation

Please join us in welcoming Seth Miller, CFP®, CEPA® to the Carnegie team! Committed to professional growth, Seth earned the CERTIFIED FINANCIAL PLANNER™ certification in 2019, further solidifying his expertise in comprehensive financial planning. In addition, Seth has earned the Certified Exit Planning Advisor (CEPA) designation, equipping him with specialized knowledge to help business owners plan and execute successful transitions while maximizing value. Seth transforms complex financial concepts into clear strategies for families and business owners. His passion for financial planning emerged from witnessing how thoughtful guidance shapes generational success stories. With a passion for guiding individuals, families, and business owners through complex financial landscapes, Seth continues to provide tailored strategies that align with their long-term aspirations. Learn more about Seth: https://lnkd.in/eNZUJaSf

We are proud to welcome James E. Larsen, CFP® to the Carnegie team! James' approach to wealth management is shaped by a unique combination of international business experience and financial advisory expertise spanning four decades. His global perspective provides valuable insights into helping clients navigate the complexities of their financial lives. As a CERTIFIED FINANCIAL PLANNER® practitioner, James works alongside clients to create purposeful strategies for building wealth, generating retirement income, and preserving meaningful legacies. He particularly enjoys guiding business owners, executives, and professionals through significant career transitions. His thoughtful approach to client service has earned him recognition as a Five Star Wealth Manager each year since 2012. Learn more about James: https://lnkd.in/eYuvBqyx

In our latest blog, wealth preservation is essential for high-net-worth (HNW) individuals, but it warrants a gender-specific focus, too. Particularly for HNW women, understanding the complexities of wealth preservation is crucial. Whether due to inheritance, accomplishment in the corporate world, or entrepreneurial fulfillment, more women today find themselves in the ranks of HNW individuals. https://lnkd.in/eHRdDjKN

The S&P 500 ended Friday's session at 5578.1, marking its fourth consecutive down week. The index has dropped 5.2% from where it ended 2024 and is now down 6.3% in March. Investors remain concerned about the outcome of an ongoing tariff war between the US and several of its trading partners. Canada, the largest importer of US goods, imposed 25% retaliatory tariffs on more than $20 billion of US products and the European Union said it will impose counter-tariffs on up to 26 billion euros worth of US goods starting next month. Inflation in the US was slightly cooler than expected in February with the consumer price index rising 0.2% from the previous month and 2.8% year over year. Analysts surveyed by Bloomberg predicted increases of 0.3% and 2.9%, respectively. Find out more from Joe Pay in this week’s #CarnegieMarketMinute! #marketcommentary #investing #stockmarket #marketnews