RD Lewis Wealth Management is an independent financial advisory firm that provides investment management services to individuals, families, trusts, estates and businesses.

Established in 2010, RD Lewis Wealth Management has become the registered investment advisor of choice to many first responders providing investment mananagement and financial planning services to those who selflessly serve others during their careers and through their retirement.

Our Core Values at RD Lewis Wealth Management are:

• Respect
• Dignity
• Integrity
• Service Excellence

We believe that communication and transparency are the foundation of our relationships and we continually strive to provide our clients with complete and accurate information at all times.

RD Lewis Wealth Management is here helping our clients to reach their financial goals and providing clarity through uncertainty.