Lewis & Associates Capital Advisors, LLC
Phones. The financial market. See the correlation? Maybe not. I remember when I was young, phones pretty much operated the same for a very long time. There were buttons, you pressed a series of them to get someone to speak to you on the other end. Does anyone remember the rotary dials? The same simplicity applied to the financial market of the past. You read the newspaper. You looked at performance and then made your decision on what investment would best suit you.
It’s not that simple anymore.
Our Services
Investment Planning
Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
Asset Management
You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from.
Individual Securities
Individuals have access to a variety of investment vehicles that can be used to help them meet their short and long-term goals. The suitability of one investment over another depends largely on the individual’s financial situation and his or her own preferences, priorities and tolerance for risk.
Meet Our Team
