For more than 30 years, Lewis Wealth Management Group has helped people plan for their future, plan for retirement and invest their money. We've always included tax planning as part of our overall financial planning. But in recent years we've noticed many accounting firms have shifted their focus from planning and consulting to just tax prep. A lot of what we were telling clients to bring to their accountant's attention started falling on deaf ears.

So we made a change and started more for our clients.

We are not a big brokerage company. We are a family-owned and operated investment advisory firm. We are fiduciaries which means we have to act in our clients' best interest.

Our founder, Paul Lewis has been servicing clients for over 40 years. We help our clients with their retirement planning, wealth management, estate planning, and any other financial goals they have. When developing a financial plan, we put extra emphasis on executing that plan. Whatever stage in life you are in we can help you achieve your financial goals. Whether you just got out of college and are starting your first job, just got married and are starting a family, having kids and are starting to save for their college fund, getting ready to retire, or are retired and need your money to last, we are here to help. We help or have helped over 300 families, so we've seen a lot.