Having spent almost two decades working for major financial services firms, our founder, Andrew Lewis, launched his own independent firm in 2009. We are an objective, planning-based wealth management boutique that provides white glove service and helps clients build and preserve their wealth. Our elite team has over 90 years of collective experience and a wide array of credentials so that we can provide a level of advice and service that discerning clients desire.
Over the years, we have advised clients through many generational transitions, financial needs, challenges, and goals, such as CEOs selling businesses, executives in need of tax strategy for best use of stock options, clients going through a divorce, professionals seeking advice on retirement, families planning their desired legacy, or retirees changing state residency or acquiring secondary homes. We take the time to understand your unique needs and develop a customized financial plan tailored to your goals, risk tolerance, and time horizon. We strive to provide confidence through our ongoing planning process and education about the markets, empowering you to make informed decisions about your investments. We are committed to building long-lasting, multigenerational relationships and helping you pursue your financial objectives.
Managing Principal/Chief Compliance Officer/Investment Adviser
With over three decades of experience in financial services, Andrew Lewis has established a reputation for providing exceptional financial planning and investment advice to his clients. With a strong commitment to client service....
Wealth Planning Coordinator, VP
Lauren Snyder, IACCP®, CMFC®
Senior Registered Account Administrator
Client Service Associate
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.