Business Details
41 Years
experience
Your Trusted Partner for Investment Management Solutions
Carnegie Wealth Management is an independent, employee-owned investment advisory firm dedicated to providing personalized financial guidance to families, business owners, and institutions. With over three decades of experience, we prioritize client needs through customized portfolio construction, comprehensive wealth planning, and ongoing portfolio management. Our team leverages deep industry expertise to deliver tailored solutions aligned with individual financial goals, maintaining transparency and accountability throughout the client relationship. 
Services
Investment Management
Wealth Planning
Portfolio Monitoring
Performance Reporting
Estate Planning
Risk Assessment
Tax Strategy
Retirement Planning
Details
- Year established: 1985
Highlights and features
- We offer 30+ years of investment management expertise
- Our employee-owned structure ensures client-focused decision making
- We provide personalized portfolio construction with ongoing rebalancing
- Our team holds FINRA Series 7, 63, 65, and other professional licenses
- We serve clients across 20+ states with tailored financial planning
Associations and certifications
- Registered Investment Advisor (RIA)
Services
Investment Management
We develop customized investment portfolios based on client goals and risk tolerance. Our approach combines market insights with ongoing monitoring to optimize returns while maintaining strategic asset allocation. Services include manager selection, portfolio construction, and periodic rebalancing to ensure alignment with evolving financial objectives.
Wealth Planning
Our comprehensive wealth planning addresses multi-generational financial needs through tax-efficient strategies and estate preservation techniques. We create tailored plans considering current assets, future aspirations, and legacy goals while coordinating with external legal and tax professionals to ensure holistic financial planning.
Financial Planning
We offer integrated financial planning covering retirement readiness, cash flow management, and risk assessment. Our approach incorporates insurance evaluation, education funding strategies, and sustainable withdrawal planning to create comprehensive roadmaps for long-term financial security tailored to individual circumstances.
Portfolio Monitoring
Our continuous portfolio monitoring service tracks performance against benchmarks while adjusting allocations as market conditions change. We implement strategic rebalancing when asset allocations deviate from target ranges and provide regular updates through detailed performance reports with actionable recommendations.
Performance Reporting
We deliver comprehensive performance reports detailing portfolio composition, returns, and market trends. Our reporting includes benchmark comparisons, asset allocation breakdowns, and risk metrics with client-specific commentary to enhance understanding of investment decisions and outcomes.
People
Scott Sheffer
Chief Executive Officer
Scott Sheffer founded Carnegie Wealth Management in 2017 after 28 years in financial services, including roles at Goldman Sachs and Barclays. He holds FINRA Series 7, 63, 65 licenses and a law degree from Brigham Young University, bringing legal and investment expertise to client relationships.
Amy Abromaitis
Financial Planner
Amy Abromaitis, a CERTIFIED FINANCIAL PLANNER with 30+ years industry experience, specializes in comprehensive financial planning. She holds Series 7 and 66 licenses and focuses on estate planning strategies, helping clients optimize their financial legacies through tax-efficient solutions.
Roy Johnston
Registered Representative
Roy Johnston established the original Carnegie Wealth Management in 1985. As a Registered Representative, he brings decades of investment consulting experience, holding FINRA Series 7, 24, 63, and 65 licenses, and focusing on high-net-worth client relationships.
Patricia Bruce
Client Service and Operations Manager
Patricia Bruce manages client documentation and operational workflows with 35+ years financial services experience. A FINRA Series 7 and 63 licensed professional, she ensures seamless coordination between clients and investment managers while maintaining operational excellence.
Caren Habermehl
Operations Manager
Caren Habermehl supports client operations with over 35 years industry experience. She manages account maintenance, processes client requests, and assists with portfolio rebalancing, bringing extensive operational expertise to client service delivery in her role as Operations Manager.
Questions
What services does Carnegie Wealth Management offer?
We provide investment management, wealth planning, financial planning, portfolio monitoring, and performance reporting services for individuals, families, and institutions.
How does Carnegie Wealth Management approach client relationships?
We begin with in-depth client consultations to understand financial goals, then develop customized strategies with ongoing portfolio adjustments based on evolving needs and market conditions.
What makes Carnegie Wealth Management unique?
As an employee-owned firm, we maintain independence to act solely in clients' interests without institutional product mandates, combining decades of experience with personalized service.
What credentials do advisors hold?
Our team includes CERTIFIED FINANCIAL PLANNERS, FINRA-licensed professionals (Series 7/63/65/66), and experienced investment advisors with specialized industry certifications and legal backgrounds.
