P. Lewis Robinson, CPA, serves as the Advanced Planning Director and Senior Wealth Advisor at CapSouth Wealth Management in McDonough, GA, where he brings over 35 years of experience as a Certified Public Accountant and more than a decade in wealth advisory roles. In his...
P. Lewis Robinson, CPA, serves as the Advanced Planning Director and Senior Wealth Advisor at CapSouth Wealth Management in McDonough, GA, where he brings over 35 years of experience as a Certified Public Accountant and more than a decade in wealth advisory roles. In his current position, Lewis specializes in crafting tailored retirement income solutions that empower clients to optimize their income withdrawal strategies. His expertise in Social Security planning ensures that clients maximize their benefits through informed claiming strategies, which is crucial for long-term financial stability.
Lewis's comprehensive approach to financial planning encompasses not only retirement and Social Security but also intricate tax planning techniques designed to minimize income taxation. By employing advanced strategies, he helps clients navigate the complexities of tax regulations, ultimately enhancing their wealth preservation efforts. Additionally, his proficiency in estate planning allows him to utilize specialized industry software to provide clients with a clear picture of their current net worth and future financial goals. This holistic perspective ensures that every aspect of a client’s financial life is considered, from asset allocation to legacy planning.
At CapSouth, Lewis is actively involved in key projects that focus on integrating advanced planning services into the firm’s offerings, enhancing the overall client experience. His commitment to continuous education and staying abreast of industry trends positions him as a trusted advisor, capable of guiding clients through the evolving landscape of wealth management. With a strong foundation in CPA practices and a passion for helping clients achieve their financial aspirations, Lewis Robinson exemplifies the expertise and dedication that CapSouth Wealth Management prides itself on.
