Relationship Management

In the course of your financial life, you are confronted with many difficult decisions.

There are many paths to take. At Lewis Wealth Management, we are there to partner with you at every step of the journey. We can help you answer the important questions, such as:

  • Is our portfolio properly designed given our financial objectives and tolerance for risk?
  • Do we have a plan to achieve financial independence? How do we know when this is achieved?
  • Is our level of spending consistent with our long-term financial objectives?
  • How much should we save for our children’s education?
  • Are we properly insured?
  • Is our estate plan in order?
  • Can our tax situation be improved?

Relationship Management

Relationship management involves fully understanding our client’s needs and meeting those needs over time through our wealth management consultative process. To better serve our clients, we have assembled a network of specialized experts to help solve your unique needs. We also work effectively with your existing advisors, such as your accountant, attorney and insurance professional in dealing with important issues that reside outside the investment arena.

Tax Planning
The tax ramifications of all financial decisions should be considered. We can help lower your tax burden by making your portfolio more tax efficient. We can also look for other opportunities to reduce your existing and future tax liability by considering strategies like Roth conversions and estate planning techniques like revocable living trusts, irrevocable life insurance trusts, qualified trusts, and charitable transfers.

Estate Planning
Everyone should have an up-to-date estate plan, especially given the legal and regulatory uncertainty that we are faced with today. Let us work with your attorney to make sure your plan is properly executed and the beneficiary designations are correct.

Insurance
There are certain risks that can derail even the best financial plans. We give each client an insurance needs analysis and determine if you are properly insured. If you need additional insurance, we sit on your side of the table and help you evaluate the alternatives with your insurance professional.


Coordination

A good advisor will work closely with your accountant, attorney, and insurance professional to help coordinate and integrate your financial life.