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Design a life around what matters most.

INTENTIONAL PLANNING TO HELP YOUR FAMILY TURN PEAK EARNING YEARS INTO LONG-TERM CLARITY AND FLEXIBILITY.

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Turning <em>today's decisions</em> into <strong>tomorrow's freedom.</strong>

Turning today's decisions into tomorrow's freedom.

Often, your peak earning years are also your busiest. It’s why many time- strapped families feel a disconnect between their priorities and their financial lives.

We serve busy families who need help creating a financial plan that leverages their career success so today’s income translates into greater freedom now and in the future.

What we plan for


Executive
Compensation


Investments
with purpose


proactive
tax strategy


work-optional
training


Cash Flow
& Liquidity


Social Security
Strategy


Estate & 
Family Coordination


Impact 
& Giving

For families who need a single point of contact for their most important financial decisions.

One relationship. One plan. One call.

1

Clarify

We define what flexibility means for you; timeline, lifestyle, family priorities, and the decisions ahead.

2

Model

We map the cause-and-effect of your choices, like compensation, taxes, cash flow, and investments, so you can see trade-offs clearly. 

3

Implement

We implement the strategy and adapt it as your career, income, and goals evolve.

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Where things
get complicated

  • Your income is higher and more complex in structure
  • Bonuses, equity, and taxes collide
  • You’re doing the “right things, ” but you don’t feel like you see the big picture
  • Big decisions carry real consequences
  • You don’t have a process for anticipating key decisions

What clarity
can look like

  • You understand decisions before you act
  • Compensation, investments, and taxes work together, not in isolation
  • Everything is aligned to a clear timeline and plan
  • Trade-offs are clear: work less, pivot, or retire on your terms
  • Your plan reflects your family’s priorities, not just account balances
Meet <strong>Ross Kirwan</strong>

Meet Ross Kirwan

Ross Kirwan is a CFP® professional who works with executives navigating high-stakes financial decisions in their peak earning years.

After experiencing firsthand how difficult financial pivots can be without a trusted partner, Ross chose to work directly with families, helping them bring clarity and confidence to complex financial decisions.

Ross holds an MBA from the University of Georgia and is a Certified Financial Planner® professional.

Outside of work, Ross and his wife, Courtney, are raising two children and staying busy with family life. He enjoys hiking, mountain biking, and cheering on the Georgia Bulldogs and Atlanta Braves. Ross is active in his community and supports organizations focused on family, faith, and service.

team photo

Personal guidance, backed by experience.

Ross is part of Carnegie Private Wealth, giving clients the benefit of a dedicated advisor with the support of a seasoned investment and planning team, as well as institutional-level resources.

200+ yrs

of combined advisor experience

$2B+

assets under management

1200+

households served

Make the most of your
highest-earning years

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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