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 cover - August 2025

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »

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

Cargo inspector

The numbers behind U.S. tariffs

Collections from U.S. tariffs are surging. As legal uncertainty looms and costs gradually pass through, balancing resilient corporate fundamentals against policy risks remains crucial for portfolio positioning.

Read more

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields