Company Overview:Carlyle Wealth Management is an independent full-service financial planning and advisory firm offering comprehensive analysis and customized financial plans tailored to meet your financial objectives.  The creation, accumulation and preservation of individual and corporate wealth is our business.  With a client base extending throughout the United States, our firm has one goal – to help you reach your financial objectives.  Carlyle and its Principal, Sharon Budnik, has been recognized in Atlanta Magazine for 2009 and 2010 as a Five Star Best in Client Satisfaction Wealth Manager

Company Services:

Financial Planning: 
With more than 30 years experience working with individuals, businesses and corporate executives, Carlyle Wealth Management has helped clients navigate the financial maze in  complex economies and volatile and erratic global financial markets, influenced by interest rates and tax laws that are constantly changing.  We begin by helping clients identify true financial goals, then design individually customized plans based on income requirements, long and short term objectives, the level of risk you are comfortable in assuming and any personal considerations important to you.  Strategies are geared to achieve specific lifestyle and retirement goals.   A shared commitment to excellence bonds our dedicated team of Certified Financial Planners, Certified Public Accountants*, FINRA Registered Representatives and licensed insurance professionals who have spent their entire careers in the financial arena.  At Carlyle we offer a personal touch with access to a wide range of investments and services.  Between our expertise and our strategic alliances with other specialists, we can address all of your financial needs.  
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Investment Services: 
Investments offered range from stocks and bonds, ETFs (exchange traded funds) mutual funds, professional managed accounts, real estate investment trusts, limited liability corporations, annuities, limited partnerships, 1031 exchanges, government securities, money market securities, certificates of deposit, etc.

Planning Services: 
Carlyle Wealth Planning, Inc., a Registered Investment Advisor, assists with the design and management of  401(k)s and IRAs (rollover and traditional).  Other planning services include estate and taxation, retirement and/or disability, education, tax and cash flow, wealth accumulation, asset allocation strategies, charitable remainder/lead trusts, life insurance, disability insurance, long term care, buy/sell agreements, cashless exercise of employee stock options and tax return preparation. 

Securities and advisory services are offered through Sanders Morris Harris Inc., Member FINRA/SIPC.  Non-affiliated Advisory Services offered through Carlyle Wealth Planning, Inc.