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.
Plan for income that is sufficient to support your lifestyle in a tax-advantaged way.
Help minimize the tax burden you face now and in the future.
Seek to preserve your assets and ensure they go to the people and causes you choose.
Plan to minimize the threats to your personal or business assets.
Anticipate issues specific to your business, shareholder equity, and succession.
We are an independent financial advisory firm with more than 35 years of experience serving an exclusive group of families with multigenerational wealth, business owners, and successful executives.
Our team offers diligence in taking care of your money, responsiveness and proactive communication, and the high-level of personalized attention you would expect from a large family office.
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.
President/CEO
Partner, Vice President
Financial Advisor
Partner
Partner, Vice President, Financial Advisor
& Director of Wealth Management
Partner
We are financial industry thought leaders with a voice in the global investment world and in our local community.
With so much turmoil in the banking industry, should investors consider making changes to their portfolios? Also, how does the Federal Reserve manage these issues while fighting inflation? This and more on Around the Table with Stacy Smith.
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.
Women in leadership and the importance of having an opinion.
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.
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.
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.
