Skip Navigation
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:
We specialize in tax consulting, investment management, asset protection and retirement planning for physicians. We work closely with our client's other advisors to ensure compliance with the myriad ERISA requirements while helping minimizing risk in retirement plan assets. Additionally, our clients may enjoy significant tax savings due to our skill in structuring investment portfolios. Increasingly, due to the litigious nature of our society, we prepare and implement an asset protection strategy customized to protect our clients' personal and professional assets from creditors and plaintiffs. Securities and Advisory Services offered through Cetera Advisors Securities Corporation, member FINRA, SIPC. Carnegie Wealth Strategies, Ltd. Is not affiliated with Cetera Advisors.

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: 10% Discount to Academy Members

Fee for initial consultation: Comp. to AAO & AAOE

Hourly fee: $375 if needed

Daily fee: N/A

State in which services are provided:
All US States

Location of international services:

Areas of expertise:

Accounts receivable financing, Asset protection, Brokerage, Business and strategic planning, Business development, Estate planning, Financial performance, Internal and external marketing, Investment advising, Marketing research, Refractive surgery marketing, Retirement planning, Succession planning, Tax planning

Back to search results