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Lewis Financial Management, LLC

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Lewis Financial Management, LLC

Overview:

For more than 30 years Lewis Financial Management, LLC, has been providing clients with Comprehensive Financial Planning. We pride ourselves on being far more than just “money managers.” We believe in TOTAL financial planning and helping our clients along the path to achieving their goals. Coordinating all aspects of your financial life can be a daunting task.

At Lewis Financial Management, we will work with you to build, not just your investment portfolio, but a plan for every stage of your financial life.

Lewis Financial Management (LFM) provides you with your own personal Certified Financial Planner ™ (Douglas J. Lewis and Deborah R. Lewis), advising you as you move toward your financial independence and a satisfying quality of life. Many “financial advisors” today offer one simple service- investment management. At LFM, we provide Comprehensive Financial Planning, which includes not only investment management, but also income management, tax planning, retirement planning and estate planning. We believe working with LFM can help you find on-going comfort that comes from a continuous relationship, throughout every stage of your financial life, with a trusted advisor.

The Lewis Family has been helping individuals for over 30 years, by appointment and through their live call-in radio show “Money Matters with the Lewis Family,” which airs every Sunday at 6 p.m. on News Radio 680 WPTF.

Toll Free: +1 877 872 7001

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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