Sherrard, German & Kelly, P.C. is pleased to announce that it represented its client, Wes Creese, RiverStone Wealth Management, on the combination of his practice with Carnegie Investment Counsel (“Carnegie”). Carnegie is a Registered Investment Adviser serving clients coast-to-coast with over $3 Billion assets under management with an additional $570 Million in assets under advisement (as of May 2022). Wes is joining Carnegie as a partner and this combination will allow Wes to continue to provide investment management and financial planning services to his clients on a national platform. The SGK team advising Wes was led by Mark O. Scioscia and included Eric C. Springer and Beth W. Brunins.