When we say we are different, we really are. We also own and operate a tax practice.
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.
Paul Lewis CFP®,CWS®
Financial Planner and Wealth Manager
Paul Lewis is a Financial Planner and Wealth Manager for Lewis Wealth Management Group and has worked in the financial services business since 1981. He opened his own branch office in Champaign in 1988. He earned his CFP® (Certified Financial Planner) designation in 1989 and his CWS (Certified Wealth Strategist) designation in 2009.
Paul focuses on assisting families simplify their financial affairs and portfolio management.
Before entering the business world, Paul served in the United States Marine Corps for 5 years. During his time in the Marine Corps, Paul was decorated with the Defense Meritorious Service Medal and the P.O.W. medal.
Paul received his BS in Economics from the University of Illinois. He is now a life member of the University of Illinois Alumni Association and was a sixteen year member of the Unit 7 School Board of Education. He remains very active in numerous local organizations. When not working, Paul enjoys spending time with his wife Kristi. They have two grown children, Nate and Nick. He also has two grandsons Camden and Crew.
Nate had worked at Lewis Wealth Management Group since he graduated From Illinois State University in 2009. He also runs the sister company of Lewis Wealth Management Group, Iron Bull Tax Pros, which focuses on soley Taxes.
Nate works with a lot of business owners in a whole bunch of capacities. He has a background in marketing, operations, and finance/taxes.
Nathan Lewis (Nate) grew up in Sidney, a small town in east central Illinois. He attended Unity High School where he was a captain on the football and baseball teams.
He went on to attended Kaskaskia College on a baseball scholarship. He then attended Illinois State University where he earned a bachelor degree in Economics.
Nate enjoys spending time with his wife, Ashley, and his two sons, Camden and Crew. He also enjoys golfing, bowling, and slowpitch softball when he gets a chance.
Whatever you and/or your business needs, you'll receive personalized services to help you achieve the best outcomes.