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    Your Personal CFO

    Our clients depend on us for truly personal service. We are honored to act as their personal chief financial officer, responsible for the planning, implementation, and management of their wealth universe. We design investment and wealth management strategies to suit the individual needs of each client.


    Cash Flow Planning

    Plan for income that is sufficient to support your lifestyle in a tax-advantaged way.


    Tax Planning

    Help minimize the tax burden you face now and in the future.


    Estate Planning

    Seek to preserve your assets and ensure they go to the people and causes you choose.


    Risk Management

    Plan to minimize the threats to your personal or business assets.


    Business Planning

    Anticipate issues specific to your business, shareholder equity, and succession.

    ​See All Services​

    A Focused and Inspired Team

    With a leadership team in Pittsburgh and resources nationwide, our associates are genuinely committed to the pursuit of personalized investment strategies for each of our valued clients.


    Carrie Coghill,
    CFP®, AIF®



    Michael Cooley,
    CFP®, AIF®

    Partner, Vice President
    Financial Advisor


    Shana Bielich,

    Partner, Vice President, Financial Advisor
    & Director of Wealth Management

    ​Meet CIS 


    Sharing Our Insights

    We are financial industry thought leaders with a voice in the global investment world and in our local community.


    Around the Table with Stacy Smith – Monday, May 22nd, 2023
    (courtesy of KDKA-TV Pittsburgh)

    How important is the debt ceiling and a possible default to one’s investments? Are there sectors that are primed to keep heading higher? This and more on Around the Table with Stacy Smith.

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    Top Women
    Wealth Advisors

    Read about Carrie Coghill who was honored on Forbes’ list.

    2021 Forbes Top Women Wealth Advisors, created by Shook Research. Presented in March 2021 based on data gathered from Sept 2019 to Sept 2020. 9,785 Advisors were considered, 1,000 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit Forbes for more award information.

    Learn More


    L3 Leadership

    Women in leadership and the importance of having an opinion.

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    Carrie Coghill on CNBC

    Carrie Coghill, CEO of Coghill Investment Strategies, LLC, shares her thoughts and insights on how investors should consider handling taxes and their 401(k) plans on CNBC. 

    Watch Now


    Invested in Our Community

    We have a commitment to enriching the communities in which we live and work. These are a few of the causes we are passionate about.


    See Who We Support

    Awards and Recognitions

    Our ability to successfully help our clients confidently pursue their goals and worry less about their finances has earned us significant recognition in the industry. Learn more about the many awards the Coghill Investment Strategies team has attained.