How does the advisor help clients – Key Takeaways:
LEWIS WEALTH MANAGEMENT, LLC is a leading financial management firm that focuses on providing expert advice and strategies to help clients achieve their financial goals. As a team of experienced financial professionals, they are dedicated to providing personalized services and developing long-term relationships with their clients.
Facts and Insights
LEWIS WEALTH MANAGEMENT, LLC has been in the business of financial management since 1995. With over 25 years of experience, they have developed a deep understanding of the financial markets and have a proven track record of helping clients navigate through various economic conditions. They have been recognized as one of the top wealth management firms in the country, with numerous accolades and awards for their outstanding performance.
The firm currently has over $500 million in Assets Under Management (AUM) and is supported by a team of 10 experienced financial advisors. With their combined expertise, they are able to offer a wide range of services to meet the diverse needs of their clients.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 25 years |
Financial Services Offered
LEWIS WEALTH MANAGEMENT, LLC offers a comprehensive range of financial services to help individuals and families achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
- Education planning
Client Types
LEWIS WEALTH MANAGEMENT, LLC works with a diverse client base, including high net worth individuals, families, and small business owners. They have the expertise and resources to serve clients with varying financial needs and goals, and they strive to provide customized solutions for each client.
Fees & Compensation
LEWIS WEALTH MANAGEMENT, LLC operates on a fee-based model, meaning they earn fees based on a percentage of the client’s assets under management. This ensures that their interests are aligned with those of their clients and they do not receive any commissions for recommending specific investments. They believe this fee structure promotes transparency and helps build trust with their clients.
Background
The founder and CEO of LEWIS WEALTH MANAGEMENT, LLC, John Lewis, has over 35 years of experience in the financial industry. He has built a team of talented and dedicated financial advisors who share his passion for helping clients achieve financial success. The team at LEWIS WEALTH MANAGEMENT, LLC undergoes regular training and education to stay updated on the latest industry trends and regulations, ensuring that they provide the best possible services to their clients.
Financial Advisor Disclosures to Know
LEWIS WEALTH MANAGEMENT, LLC operates with the highest level of integrity and transparency. They are registered with the Securities and Exchange Commission (SEC) and hold all necessary licenses and certifications to operate as a financial advisory firm. They also have a strict code of ethics and conduct, ensuring that all their actions are in the best interest of their clients.