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Consultant Detail

Agency:
Carnegie Wealth Strategies, Ltd
6100 Lake Forrest Drive
Suite 500
Atlanta, GA 30328

Lead Consultant:
Donna Howell President, JD, LLM in Tax, AIMC*

Other Associates at Agency:
Bruce Berman
Abigail Hallenstein Howell
Ed Krakovsky
Patrick Plunkett

Email: donnawh@cwsltd.com
Site: www.cwsltd.com

Phone: 404-231-9230
Fax: 404-261-2857

Description:

As a full circle wealth management boutique, we pride ourselves in being the concierge of the financial industry. We handle everything in our office from your legal needs to your investments needs. We specialize in estate planning and full service investment advising, and have a library of professional affiliates we utilize to reach the goals of our clients.

Some of the basic services we provide include:

  • Retirement Planning
  • Investment Advising
  • Tax Planning
  • Insurance

After 11 year of teaching at the AAO our education experience and dedication to the medical industry led us to the AAO’s “Achievement Award” in 2013.

*Registered Representative offering securities and advisory services through Cetera Advisors LLC, Member FINRA / SIPC. Cetera is under separate ownership from any other named entity.

Professional organizations:
American Academy of Ophthalmic Executives (AAOE), GA Bar Assn., Assn. of Women Lawers, Society of Financial Professionals, Financial Planning Assn. of Million Dollar Roundtable - Top of the Table

Date business established: 1986

Discount: 20% Discount to Academy Members

Fee for initial consultation: Varies

Hourly fee: $250

Daily fee: N/A

State in which services are provided:
All US States

Location of international services:

Areas of expertise:

Asset protection, Brokerage, Business development, Charitable gifting and equity, Estate planning, Investment advising, Retirement planning, Tax planning

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