Adding Value For Our Clients


An investment in knowledge pays the best interest. – Benjamin Franklin



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 start each day with our  “CLIENT HUDDLE” – it helps ensure we are proactively planning for your future.


The Lewis Financial Group Private Wealth Management team is dedicated to:


Building Relationships

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 resources available throughout Wells Fargo Advisors.




Crafting Custom Solutions

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 (link) 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.

 

Providing Proactive Advice and Education

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.


Embracing the Team Approach

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.

 

Advocating for Your Success

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.