Videos

Impeachment and Your Portfolio - October 11, 2019

Lewis Wealth Management: An Introduction: This is an introduction to Austin Lewis and Lewis Wealth Management. 2:23 min.

What Makes Us Different?: Austin describes the firm's unique perspective, expertise, and experience and how this distinguishes the firm. 1:16 min.

Wealth Management Formula: Austin describes how the firm defines the term "Wealth Management" and how this concept is applied to serving the firm's clients. 1:48 min.


Consultative Process: Austin describes the consultative process the firm uses with its clients and why it's important to have a process. 2:57 min.

Investing v. Speculating: Austin discusses the difference between investing and speculating and why this is important to investors. 2:18 min.


Follow Our Blog

Find a wealth of information on the Lewis Wealth Management Blog!

Click Here»

Resources:

Overview of the Firm

Our Consultative Process

Wealth Management Formula

Schwab Alliance: www.schwaballiance.com

Certified Financial Planning Board of Standards: www.cfp.net

The Wall Street Journal: www.wsj.com

Dimensional Fund Advisors: www.dfaus.com