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Blog

Watercolor style picture of 5 carrots sprouting from the ground.
Wayne Lewis | May 23, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
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Image of an American flag, with a person looking out of them similar to window blinds.
Wayne Lewis | Mar 27, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a

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An older man relaxing and laying down in an inner tube on relaxing water.
Wayne Lewis | Mar 27, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

 

Location

3590 Sacramento Dr., Suite 140
San Luis Obispo CA 93401
805-548-0900

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Contact

805-548-0900
wayne.lewis@lpl.com
robert.hiltz@lpl.com
wyatt.lewis@lpl.com

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Lewis Financial LLC, a registered investment advisor and separate entity from LPL Financial.

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