Paul Lewis is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Belpointe Asset Management LLC since 2018. His prior roles include positions at Triad Advisors, Inc., Research Financial Strategies, Reutemann Financial Solutions, Inc., and Purshe Kaplan Sterling Investments. Outside of advisory work, he is involved with Iron Bull Tax Pros, LLC, providing tax planning and return preparation services through outsourced CPA support. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and consulting services, employing customized portfolios that utilize passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Nathan Lewis is a CFP® professional with 13 years of experience in financial advising. He has worked at Belpointe Asset Management LLC since 2018 and previously held roles at Triad Advisors, Inc., Research Financial Strategies, Reutemann Financial Solutions, Inc., and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is involved with Iron Bull Tax Pros, LLC, providing tax planning and return preparation services through outsourced CPAs. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management and financial planning, employing customized portfolios with a mix of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.