Paul Lewis, CFP®,CWS®'s Linkedin Analytics

With over 30 years of experience as a business owner and financial advisor, I have a passion for helping people achieve their financial goals and enjoy their retirement. I specialize in providing tax-smart investment strategies and advice to busy professionals, families, and businesses who value personalized service and trust. As the owner and financial and wealth advisor at Lewis Wealth Management Group, I partner with my clients to create customized financial plans that suit their unique needs and objectives. I also leverage my expertise as a co-founder of Iron Bull Tax Pros, a tax preparation and consulting firm, to help my clients optimize their tax situation and minimize their liabilities. As a USMC veteran and a father and grandfather, I understand the importance of protecting and growing your wealth for yourself and your loved ones.