PARTNER ADVISOR

Jackie Lewis, CFP®

“It’s not how much money you earn, it’s how much money you keep, how hard it works for you and how many generations you keep it for.”
INTRODUCTION

What does it mean to be
focused on what matters most?

My mission is to work with my clients to put together a holistic financial plan that provides them with a clear path to their goals. We work together to create a customized, comprehensive plan that minimizes taxes wherever possible and provides guidance and feedback around the best use of their balance sheet. Being proactive and bringing ideas to the table is important to me as well as having a fun and interactive experience as we put a plan into place that is flexible and purposeful.

FOCUS AREAS:
  • Tax Planning
  • Estate Planning
  • Equity Compensation Planning
  • Retirement Planning
  • Risk Management
  • Investment Management
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WHY WE’RE DIFFERENT

See how AdvicePeriod is reinventing wealth management

Grounded in robust planning

While we don’t claim to be smarter than everyone else, we’re certain we have a better approach, delivering actionable insights that make a difference now and in the long run.

Fueled by unique expertise

The way we see it, there’s a lot more to managing wealth than just managing investments. That’s why our experts focus on helping you keep more of your wealth over time.

Marked by full access and transparency

There’s no waiting around for a quarterly meeting. We’re always here for you. And we make it easy for you to see any or all your account information whenever you want.

Lead by industry mavericks

We have a long history of disruption, doing things in a way that rocks our industry. And it’s all done to improve the lives of those who rely on our advice.

Shall we plan our first meeting?

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