Carnegie Private Wealth

Carnegie Private Wealth Invested in what matters. Securities and advisory services offered through LPL Financial, a registered investment advisor.

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LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

06/02/2026

The S&P 500 index rose 1.4% last week, marking its ninth consecutive weekly increase and ending the trading month with a 5.15% climb to a record closing high.

At the end of the week, the closing level was 7,580.06, its highest close ever. The index also posted a record intraday high on Friday at 7,599.38.

The last time the S&P 500 had a weekly winning streak this long was in late 2023. It is now up 11% this year.

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

05/29/2026

We've been heads down planning a future that reflects where our firm is headed and the clients at the center of it. More details next week!

Know a college student who takes their future seriously?Carnegie Private Wealth’s Summer 2027 Internship is a highly sel...
05/28/2026

Know a college student who takes their future seriously?

Carnegie Private Wealth’s Summer 2027 Internship is a highly selective program designed to identify and develop future advisors. We keep the cohort intentionally small - just four interns - to ensure meaningful, hands-on experience and direct mentorship from our team.

Interns are fully integrated into the work of the firm, with real exposure to client relationships, financial planning, and investment thinking. For the right candidates, it also serves as a clear path into a full-time role after graduation.

This opportunity is best suited for students studying finance, economics, or accounting who are looking for more than a summer experience - they’re looking to begin building a career.

If someone comes to mind, we would appreciate you passing this along.

Application deadline: June 5, 2026
Charlotte, NC

More details here: https://lnkd.in/eHrMuweY

05/27/2026

The S&P 500 index rose 0.9% last week, its eighth consecutive week of gains, amid upbeat trading heading into the holiday weekend.

The S&P 500 ended Friday's session at 7,473.47, close to the record closing high it reached last week of 7,501.24.

This marks the longest weekly winning streak since a nine-week run that ended in December 2023. The index is now up 3.7% for May and has climbed 9.2% in 2026.

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

This Memorial Day, we pause to honor and remember the men and women who gave their lives in service to our country. Thei...
05/25/2026

This Memorial Day, we pause to honor and remember the men and women who gave their lives in service to our country. Their sacrifice has made so much possible, and we are grateful for the freedoms we’re able to live and work within each day.

Today, we reflect with respect and appreciation.

05/19/2026

The S&P 500 index squeaked out a gain of 0.1% last week, its seventh consecutive weekly gain, as a strong advance in energy stocks helped outweigh declines in other sectors.

The S&P 500 ended the week at 7,408.50, up slightly but down from the new closing high it reached Thursday at 7,501.24. The market benchmark also hit a new intraday high on Thursday at 7,517.12.

The seven-week win streak is the index's longest since a nine-week run that ended in December 2023. The S&P 500 is now up 2.8% for the month and has climbed 8.2% in 2026.

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

Success often brings new risks that aren’t always obvious.https://www.carnegiepw.com/blog/why-risk-management-is-essenti...
05/18/2026

Success often brings new risks that aren’t always obvious.

https://www.carnegiepw.com/blog/why-risk-management-is-essential-for-high-net-worth-families

As wealth grows, so do exposures—many of them outside your investment portfolio. When was the last time your plans and protections were reviewed?

A thoughtful approach helps ensure what you’ve built is supported long term.

👉 Schedule an introductory call with Carnegie Private Wealth to start the conversation.

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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