Adam Lewis

Adam Lewis is a seasoned financial professional with over two decades of experience in the Financial Services Industry, specializing in goals-based wealth management for affluent families, accomplished professionals, and successful business owners.

Adam is dedicated to helping clients achieve a balanced life and balanced wealth by providing personalized advice, exceptional service, and guidance in asset and liability management.

Beyond managing investment portfolios, Adam collaborates with individuals to understand their priorities and prepare for significant life transitions, ensuring their financial well-being aligns with their long-term goals.

On a personal note, Adam is described as caring, passionate, and ambitious, with a love for adventure and a desire to guide and uplift others through support, mentoring, and advice.

His interests outside of work include travel, art, food and wine, cinema, automobiles, design, and philanthropy.

Adam is open to connecting with individuals who seek advice on wealth transfer, asset preservation, health care, and retirement planning, as well as those looking to simplify their financial life or align their portfolio with their values and beliefs.

He empowers clients to make informed financial decisions and offers complimentary assessments for those interested in comparing or upgrading their current financial relationships.