Investment Management Strategies

"Past Performance is No Guarantee of Future Results" is in every disclosure in the financial industry, and it's true. But everybody in the industry will show you the past performance of the investment.

At Lewis Wealth Management Group we believe in forward looking due diligence. We look at how we think an investment will do going forward.

As fiduciaries it's our job to understand our clients investment objectives and risk tolerance.

Our investment process is an emotionless decision making process that doesn't allow getting caught up in headlines or stories. Decisions and investments are made through a series of factors.

Our primary strength is our ability to manage risk. We assume responsibility of watching your investments, analyze risk levels, and make adjustments accordingly. We want to accumulate wealth in bull markets and preserve wealth in bear markets.