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Our Company

Doron Kochavi founded Carnegie Wealth Management in the image of Andrew Carnegie himself. A man of tremendous success, his business savvy was matched only by his generosity. By the end of his days, he donated over $350 million ($13.7 billion in today’s currency) to charities and universities.

At Carnegie Wealth Management, we strive to be equally successful in business and philanthropy. We look forward to joining you on your continued journey to individual success and cultural contribution.

Our Commitment

We left the major wire-houses behind to create an independent environment that offers objective, cost-effective solutions for our clients. We specialize in providing comprehensive solutions for your wealth accumulation, preservation, distribution, business succession, and future philanthropic efforts.

At Carnegie Wealth, the client gets the best of both worlds. They get the protection of the bigger banks with the independence and customization that only smaller firms can provide.

Our Principle

We believe the most important attribute of any wealth management firm is the trust, experience and knowledge of its professionals. That’s why we consider your circumstances and focus our initial efforts on our sophisticated planning process before recommending any strategies.