Carnegie Private Wealth

Carnegie Private Wealth Invested in what matters. CFP Financial Advisors serving Charlotte, NC. No offers may be made or accepted from any resident of any other state.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC finra.org sipc.org
• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.


• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

09/01/2026

The S&P 500 index edged up half a percent last week amid stronger-than-expected quarterly reports from tech companies including Salesforce (CRM) and CrowdStrike (CRWD).

The S&P 500 ended the week at 7,711.76. With just one session remaining in the month, the market benchmark is up 3% for August and has climbed 13% this year.

Find out more from Joe Pay in this week's !

September is a good time to take a step back and ask a simple question.Are the important pieces of your financial life p...
09/01/2026

September is a good time to take a step back and ask a simple question.

Are the important pieces of your financial life prepared for what comes next?

Preparedness is not just about emergencies. It is about being organized, having the right conversations, and making sure the decisions that matter most are not left until they feel urgent.

At Carnegie Private Wealth, we believe thoughtful planning helps create more clarity, less stress, and greater confidence through every stage of life.

Please join us in welcoming Kelsey Moran, Chief Financial Officer and Chief Strategy Officer, to Carnegie Private Wealth...
08/28/2026

Please join us in welcoming Kelsey Moran, Chief Financial Officer and Chief Strategy Officer, to Carnegie Private Wealth.

Kelsey brings a valuable combination of legal, financial, operational, and strategic experience to our team. We are excited to have her help guide the thoughtful growth and long-term vision of our firm.

Welcome to the team, Kelsey!

From warm days at the beach to snowy adventures on the mountain, Steven Bramhall, AVP and Client Services Manager, enjoy...
08/26/2026

From warm days at the beach to snowy adventures on the mountain, Steven Bramhall, AVP and Client Services Manager, enjoys making the most of every season with his wife, Jesse, and their son, Ryker.

Their photos capture time on the water, skiing, snowboarding, snowmobiling, and simply being together. For Steven, these shared adventures are more than a break from the routine. They are opportunities to reconnect, create lasting memories, and enjoy the life his family is building together.

At Carnegie Private Wealth, we believe those are the moments that give planning its purpose.

08/25/2026

The S&P 500 index fell roughly one and a half percent last week, its first weekly loss in a month.

The S&P 500 ended Friday's session at 7,674.37. This is the first time the market benchmark has posted a weekly decline since the five days that ended on July 24. The index has gained 2.5% in August and 12% in 2026.

Find out more from Joe Pay in this week's !

At Carnegie, stewardship is not just about managing assets.It’s about helping people prepare thoughtfully.Helping famili...
08/25/2026

At Carnegie, stewardship is not just about managing assets.

It’s about helping people prepare thoughtfully.

Helping families stay organized.

Helping clients make decisions with perspective, especially when life begins to change.

That includes planning for transitions many families know are coming, but may not always know how to discuss.

On National Senior Citizens Day, we’re reflecting on the importance of planning with dignity, care, and respect for ever...
08/21/2026

On National Senior Citizens Day, we’re reflecting on the importance of planning with dignity, care, and respect for every stage of life.

Aging can bring new questions — around retirement, health, family roles, risk, and the decisions that matter most.

Thoughtful planning cannot solve every uncertainty.

But it can help bring more clarity, preparedness, and confidence to the road ahead.

There often comes a point when family roles begin to shift.Maybe it starts with unopened mail, a missed payment, or a pa...
08/20/2026

There often comes a point when family roles begin to shift.

Maybe it starts with unopened mail, a missed payment, or a parent asking for help with something they used to handle with ease. These moments can feel small at first, but they often point to larger planning conversations that are worth having sooner rather than later.

In our latest article, we explore what adult children and aging parents should think through together, from important documents and family decision-making roles to the financial impact caregiving can have on everyone involved.

At Carnegie Private Wealth, we help families bring clarity to these transitions so they can move forward with more confidence, care, and coordination.

If this topic feels relevant for your family, we invite you to read the article and start the conversation.

https://www.carnegiepw.com/blog/when-roles-begin-to-shift-financial-planning-for-adult-children-and-aging

Today, we’re highlighting Mitch Mayfield and Kevin Lewis as part of our series at Carnegie Private Wealth.For Mitch, w...
08/19/2026

Today, we’re highlighting Mitch Mayfield and Kevin Lewis as part of our series at Carnegie Private Wealth.

For Mitch, what matters most is time with the people he loves. His photos include family concerts, travel with his wife, Kim, and their children, and moments that reflect a full life built around family, shared experiences, and being present. After more than 35 years in the industry, Mitch still sees his work through a simple but meaningful lens: being a resource, answering questions, and helping clients feel more confident in the decisions ahead.

For Kevin, what matters most is rooted in everyday family moments with his wife, Cait, and their three children. From baseball games and birthdays to kids’ soccer and time spent exploring together, his photos reflect the kind of life he helps clients plan around. Kevin’s approach to planning is collaborative and personal, focused on understanding what matters most and building a path that can evolve as life changes.

At Carnegie Private Wealth, we believe planning is most valuable when it supports the people, experiences, and moments that make life meaningful.

08/18/2026

The S&P 500 index rose 0.4% last week after cooling inflation and an unexpected drop in retail sales boosted the odds for a sixth straight monetary policy pause in September.

The market benchmark ended the week at 7,785.76. The index is now up 3.8% for the quarter, and 14% for the year.

Find out more from Joe Pay in this week's !

Address

6101 Carnegie Boulevard Suite 520
Charlotte, NC
28209

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5am
Friday 9am - 5am

Telephone

+17047336880

Website

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