Ian Lewis is a financial advisor at LegacyBridge Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Smith Barid, LLC and Sypress Financial. In addition to his advisory role, he is an agent with LegacyBridge Planning Solutions, LLC, providing insurance solutions to clients. LegacyBridge Wealth Management is a small advisory firm serving individuals and high-net-worth clients with financial planning, pension consulting, and third-party manager selection services. The firm’s investment approach combines fundamental analysis and modern portfolio theory, often utilizing third-party advisers and managing assets across mutual funds, equities, ETFs, fixed income, REITs, and TIPS.

Michael Smith is a financial advisor at LegacyBridge Wealth Management, LLC, holding a Series 65 designation with one year of industry experience. He is also a co-owner and lawyer at Smith Barid, LLC, a law firm he has been involved with since 2006, and is a licensed insurance agent with LegacyBridge Solutions. LegacyBridge Wealth Management is a small advisory firm serving individuals and high-net-worth clients by providing financial planning, pension consulting, and adviser selection services. The firm combines fundamental analysis and modern portfolio theory with a long-term trading approach, often directing client assets to third-party managers.