We believe that the stronger the connection we have with you, the better we can add value as your advisory team. That's why we usually start each day with our team huddle – it helps ensure we are proactively planning for your future.
The Lewis Financial Group Private Wealth Management team is dedicated to:
We take the time to build strong relationships with all family members and engage in direct conversations to get at what really matters. Our reviews measure progress and are supported by our strategic partnerships and resources available.
Since planning is an ongoing process, we put tailored strategies in place and continue to monitor progress, so you are prepared for each key milestone throughout your life.
Assessing the Risk and Tax-Efficiency of Your Portfolio
We provide professional guidance and help you determine if you are taking the right amount of risk in your portfolio. Our complimentary Portfolio Review provides an assessment of your investment strategy and examines how well your portfolio's allocation, diversification and tax-mitigation strategies are working together to meet your goals.
Through ongoing dialog, collaborative teamwork and our collective ability to actively listen, interpret and understand, we provide proactive guidance and education around your financial life.
Drawing on our years of experience and extensive professional resources, we provide you with a wide array of customized solutions. We coordinate our planning strategies with your other professional advisors.
As your needs evolve and decisions need to be made, we will evaluate the options available and help you understand the financial impact of each choice, so you are positioned to make the best decisions for you, your family or your business.
The Lewis Financial Group does not give tax or legal advice. Discussions around tax and legal concerns are strictly in an investment advisory capacity. You are encouraged to consult with an appropriately licensed accountant or attorney regarding implementation of your tax or legal plans.