Ray O’Connell, AIF
CREATIVE WEALTH and TAX STRATEGIES
For Business Owners, Doctors, and their high-end CPA and Law Firms
Ray O’Connell is an Accredited Investment Fiduciary. He is the founder and managing director of Altus Wealth Strategies, Inc., dba Altus Wealth and Tax Strategies. It’s an independent financial and tax strategies planning firm It’s an independent financial and tax strategies planning firm with offices in northern Atlanta and an office in central Florida coming soon. O’Connell is passionate about helping clients implement strategies to protect and grow their wealth while minimizing taxes.
Taxes are a huge issue. Clients who request it may receive appropriate exposure to little-known tax strategies that are often only promoted to high earners by tax attorneys and advisors. Ed Slott, CPA, who the Wall Street Journal calls ‘America’s foremost IRA expert’ and is a best-selling author and regular national Public Broadcasting Service (PBS) speaker, introduced O’Connell on PBS as one of Atlanta’s best financial advisors.
It’s mostly by using UNCOMMON, BUT PROVEN STRATEGIES that he and his team find money clients could lose UNKNOWINGLY and UNNECESSARILY – particularly in the tax area. O’Connell’s customized written financial plan – the Customized Financial Blueprint – outlines the process designed to help a client meet their specific goals.
There are no Do-Overs in retirement. Clients need to avoid the many potential irreversible mistakes. Trust in the planning team is critical, and O’Connell’s virtual family office team consists of top CPAs (yours or ours), a tax attorney, asset protection experts, and insurance and annuity specialist, and several other experts in specialty areas as may be requested by you.
Ray has taught hundreds of advisors principles of investments and insurance. He has presented programs to physician groups, business owners, and those doing retirement planning. He has taught adult education classes at Georgia State’s Alpharetta campus and the University of Phoenix and is an author.
Ray and his wife Jan are active in their church. They have two grown daughters and seven grandchildren. They support the Shepherd Center’s Share Military Initiative, Rally for a Cure, and foster care programs. They enjoy travel and sports and have visited 47 states.
Altus Wealth and Tax
2518 Burnsed Blvd, #510
The Villages, FL 32163
Altus Wealth and Tax
6595 Roswell Road
Atlanta, GA 30328
All investment advisory services are provided through Onyx Bridge Wealth Group, LLC (“OBWG”), a registered investment advisor with the Securities and Exchange Commission. OBWG only conducts business in states where it is properly registered or is excepted from registration requirements. Altus Wealth Strategies, Inc (AWS) and Onyx Bridge Wealth Group are unaffiliated entities. Neither OBWG nor AWS is engaged in the practice of law or provides legal advice; and none is engaged in the practice of accounting or provides accounting advice.
Strategic. Comprehensive. Tactical.
This site is designed to have the best educational content available for those who are interested in: asset protection, reducing income taxes, guaranteed return (accumulation value) annuities coupled with a guaranteed income for life, creating a tax-free retirement nest egg.