Our Process

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.

A Financial Plan as Unique as you are.

Introduction- We'll have a meeting (virtual or in person) to get to know you, personally as well as financially. Financial planning is more than just the numbers.

After we figure out where you are financially and personally, we'll put together a plan to get you where you want to be. Whether it's retirement, kid's or grandkid's college fund, new house, etc. any and or all of these.

Execution- the most important part of a plan. Great plans are pointless and will fail without the execution. We'll be with you every step of the way. We'll have meetings and check ins every year along with adjustments and ongoing advice. Life never goes according to plan so your financial plan will need to be updated along the way as well.