A complete list of active advisors currently associated with Lewis Wealth Management, LLC
Warmer can help you find a great advisor at Lewis Wealth Management, LLC or one who fits your needs even better.
Lewis Wealth Management serves individuals, high-net-worth clients, and employer plan sponsors. The firm offers tailored investment management, ongoing financial planning, business planning consulting, and advisement for held-away retirement accounts such as 401(k)s, HSAs, and 529 plans. The adviser develops individualized investment policies and provides both discretionary and non‑discretionary portfolio management, using a mix of passive and active strategies and applying fundamental, technical, cyclical, and charting analyses. Lewis Wealth integrates held-away accounts into clients’ overall plans, monitors tax and retirement considerations, and maintains continuous planning access and periodic reviews. Distinctive for a solo independent adviser, the firm expressly provides employee benefit plan services and corporate plan‑level consulting, including participant education, custodian reviews, and plan administrator support. It also limits participation in its premium concierge service, leverages order‑management tools to implement tax‑efficient rebalancing in held‑away accounts, and coordinates with outside attorneys and tax professionals when clients require specialized estate or tax planning.
To learn more about the advisors currently working at Lewis Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Carmel, IN
| 11
|
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