The Lewis Financial Group

We provide independent advice, objective research and proactive service to help individuals build, manage and preserve wealth to achieve their lifetime goals. We work exclusively with high net worth clients who value a personal relationship with their advisory team and a comprehensive approach to managing all of their personal wealth. To ensure a coordinated strategy, we partner with clients and their other trusted tax and legal advisors to effect estate investment planning strategies and to educate families to prepare heirs for wealth transfer.