Carnegie Investment Counsel is excited to announce the expansion into California with the merger of Laurel Grove Capital. Founded by Leora Garner in 1995, the entire team from Laurel Grove Capital will be joining Carnegie. According to Garner, “it was important to find a partner firm who shared our fiduciary mindset, values the relationships that we have established with clients, and that provides a planning-based experience. We believe the merger with Carnegie is in the best interests of our clients and the talented and dedicated professionals from Laurel Grove Capital.”
“Our philosophy at Carnegie has always been to minimize the changes felt by clients following a merger” explains Gary Wagner, Principal and Chief Operating Officer at Carnegie Investment Counsel. “The most valuable asset in our business is the relationship with the client. Our goal is to empower advisory teams to spend less time on the mundane administrative tasks of running the business to allow them to focus on helping their clients achieve their desired outcomes.”
To support the transition, Josh Mudse, CFP® will be joining the office in Century City as the Managing Director. “I am excited to join the experienced professionals in Los Angeles. Working closely with Leora to serve clients and engage in deeper planning conversations will not only add value to our existing client relationships, it will be a strong foundation to grow our presence in California.”
For advisors who value a customized approach to serving clients that have yet to create a succession plan for their business, for their clients and their valued employees, Carnegie Investment Counsel is an experienced partner firm, built to embrace the unique ways advisors serve their clients. Carnegie has grown to over $2 billion AUM and has successfully merged almost a dozen firms that value the extra effort to provide a personal and customized approach to serving clients.
Carnegie Investment Counsel has been serving investors since 1974, founded by Prescott, Ball & Turben. Carnegie is a fee-only SEC Registered Investment Adviser. Independently-owned, with no obligations to deliver profits to outside shareholders. As a fiduciary, Carnegie seeks to place the client’s best interest first. For more information call 800.321.2322 or visit www.carnegieinvest.com.
