Helping you grow more than wealth

How we serve you

With over 43 years of combined financial experience, the Lewis Wealth Management Group proudly helps our clients—you—clearly define your financial goals at all stages of life, and creates wealth strategies to achieve those goals. We prioritize enduring relationships with you and your family, helping to achieve financial success through personalized planning. Our goal-oriented approach allows us to make objective investment recommendations, focusing on your success.

Previous military service uniquely positions our team to provide advice to government employees and military members transitioning into civilian life.

Global Insight Monthly

Global Insight Monthly NovemberWill AI generate long-term equity performance?

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

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Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Latest Insights

Frédérique Carrier and Kent McClanahan

Audio commentary – Worlds Apart: The chip industry's reshoring revolution

Frédérique and Kent discuss how current geopolitical shifts are impacting the semiconductor industry, and what opportunities may emerge for investors.

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