TRUSTED PARTNER

I am committed to put your interests before my own. To accomplish this, I will take the time to learn about you, how you want to live your life, and how your finances should support your ambitions.


READ MORE

INNOVATIVE SOLUTIONS

When your goals require original thinking and creative solutions, LWM is not afraid to think outside the box. I have the expertise to fully address each unique aspect of your circumstances.


READ MORE

FINANCIAL ADVICE

Investments are an important part of what I do for my clients, but financial advice is far more than just investments. At LWM, I focus on your financial picture including cash flow, taxes, risk management, education funding, retirement & estate planning.

READ MORE

COMMITTED TO YOU

I am committed to acting on your best interests. I get there by asking meaningful questions and being genuinely interested in the story of your life. LWM was founded with the belief that clients are best served when the advisor is not driven by sales quotas or commissions.

READ MORE

With the assurance that LWM is working every day to anticipate the unexpected, you have the freedom to enjoy living your life today.

LEWIS WEALTH MANAGEMENT, LLC (“LWM”) is a registered investment adviser offering advisory services in the State of Indiana and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by LWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of LWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an adviser, accountant or legal counsel prior to implementation.