D. Austin Lewis, JD, MBA, CFP®

Austin has 27 years of experience in advising clients as a banker, attorney, and financial advisor. Austin started his career by serving as a business banking officer with Wells Fargo Bank in downtown San Francisco. Upon graduation from law school, Austin practiced law for nine years…read more»

Newsletters & Resources

02/28/20 Newsletter (2.28.20) – The Coronavirus and Your Portfolio

10/11/2019 Quarterly Newsletter (3rd Qtr 2019) Impeachment and Your Portfolio

10/11/2019 Client Letter (3rd Qtr 2019)(10.11.19)

08/16/2019 Newsletter (8.16.19) – Yield Curve Inversion Insanity

01/17/2019 Quarterly Newsletter (4th Qtr 2018) – Christmas Bear Attack

10/17/2018  Quarterly Newsletter (3rd Qtr 2018) – Market Correction – Five Things

07/24/2018  Quarterly Newsletter (2nd Qtr 2018) – Am I Saving Enough for Retirement?


Client Update (March 24, 2020)

Impeachment and Your Portfolio - October 11, 2019

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Wealth Management Formula