Wes Creese

Wes Creese, CPA, is a Principal at Carnegie Investment Counsel, based in the Pittsburgh area, where he leads the firm's Wexford, PA office. As Principal, he specializes in providing comprehensive financial advisory services, including advanced financial, tax, and estate planning, with a primary focus on high-net-worth individuals and small businesses. His expertise centers on the construction and management of customized investment portfolios tailored to client needs, with experience advising across diverse asset classes including equities, fixed income, and alternative investments, as well as employer-sponsored plans for business owners.

Before joining Carnegie in November 2022 through the merger of his firm RiverStone Wealth Management, Wes served as President of RiverStone, overseeing approximately $300 million in assets under management. He previously held leadership roles as President at Creese Smith & Co, LLC, and has over 25 years of experience as a financial advisor and 40 years as a Certified Public Accountant, further deepening his ability to serve clients with complex financial needs.

Wes holds a degree from Westminster College (PA) and is recognized for his client-centric fiduciary approach and leadership within the wealth management industry. His significant achievements include founding and growing RiverStone Wealth Management, and playing an instrumental role in expanding Carnegie Investment Counsel’s presence in the Pittsburgh region through strategic practice integration.