Not a big brokerage company. We are a family-owned and operated investment advisory firm. We are fiduciaries which means we have to act in our clients' best interest.
Our founder, Paul Lewis has been servicing clients for over 40 years. We help our clients with their retirement planning, wealth management, estate planning, and any other financial goals they have. When developing a financial plan, we put extra emphasis on executing that plan. Whatever stage in life you are in we can help you achieve your financial goals. Whether you just got out of college and are starting your first job, just got married and are starting a family, having kids and are starting to save for their college fund, getting ready to retire, or are retired and need your money to last, we are here to help.
Lewis Wealth Management Group offers Investment advice through Belpointe Asset Management, LLC, 500 Damonte Ranch, Parkway Building 700, Unit 700, Reno, NV 89521 (“Belpointe”). Important information and disclosures related to Belpointe are available at http://www.belpointewealth.com/disclosure/.
Additional information pertaining to Lewis Wealth Management Group and/or Belpointe’s registration status, its business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/.
The content and information in this presentation should be considered educational and limited to the dissemination of general information and does constitute specific investment advice, tax or accounting advice, legal, insurance or regulatory advice or an offer or a solicitation of an offer to buy any security.
MEET THE TEAM
Paul Lewis, CFP®,CWS®
Financial Planner and Wealth Manager
Paul Lewis is a Financial Planner and Wealth Manager for Lewis Wealth Management Group and has worked in the financial services business since 1981. He opened his own branch office in Champaign in 1988. He earned his CFP® designation in 1989 and his CWS designation in 2009.
Paul focuses on assisting families and businesses simplify their financial affairs and portfolio management. Before entering the business world, Paul served in the United States Marine Corps for 5 years. During his time in the Marine Corps, Paul was decorated with the Defense Meritorious Service Medal and the P.O.W. medal.
Paul received his BS in Economics from the University of Illinois. He is now a life member of the University of Illinois Alumni Association and was a sixteen year member of the Unit 7 School Board of Education. He remains very active in numerous local organizations. When not working, Paul enjoys spending time with his wife Kristi. They have two grown children, Nate and Nick. He also has two grandsons Camden and Crew.
Nathan Lewis (Nate) grew up in Sidney, a small town in east central Illinois. He attended Unity High School where he was a captain on the football and baseball teams.
He went on to attended Kaskaskia College on a baseball scholarship. He then attended Illinois State University where he earned a bachelor degree in Economics.
Nate has been in the financial services business since 2009. He worked at First Allied Securities from the spring of 2009 to April of 2014. He has been with Lewis Wealth Management Group ever since.
Nate enjoys spending time with his wife, Ashley, and his two sons, Camden and Crew. He also enjoys golfing, bowling, and slowpitch softball when he gets a chance.
IT DOESN'T COST YOU ANYTHING TO KNOW WHERE YOU STAND
Lewis Wealth Management Group 217-337-5584 2506 Galen Drive Suite 104 Champaign IL 61821
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Lewis Wealth Management Group offers Investment advice through Belpointe Asset Management, LLC, 500 Damonte Ranch, Parkway Building 700, Unit 700, Reno, NV 89521 (“Belpointe”). Belpointe is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Belpointe offers, or that or its personnel possess a particular level of skill, expertise or training. Important information and disclosures related to Belpointe are available at http://www.belpointewealth.com/disclosure/. Additional information pertaining to Lewis Wealth Management Group and/or Belpointe’s registration status, its business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/.