Lewis Wealth Management

Lewis Wealth Management

Financial Services

Greenwood Village, Colorado 95 followers

Trusted Partner. Independent Advice.

About us

A high-quality financial advisor who truly cares about you and your family. Our clients’ interests always come first.

Industry
Financial Services
Company size
2-10 employees
Headquarters
Greenwood Village, Colorado
Type
Privately Held

Locations

  • Primary

    8480 E Orchard Rd

    Suite 5550

    Greenwood Village, Colorado 80111, US

    Get directions

Employees at Lewis Wealth Management

Updates

  • True wealth is built over time, not overnight. Success in investing requires setting a clear strategy and adjusting your approach as life changes. These key strategies can help build wealth steadily and keep your focus on the future, even when markets get rocky. Remember, a solid long-term plan is built on thoughtful actions today.

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  • In 2025, Social Security benefits will see a 2.5% increase, a cost-of-living adjustment (COLA) aimed at helping recipients keep pace with rising costs. While this may seem like a small change, even a modest increase can make a difference in monthly budgeting and long-term planning.

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  • Estate planning isn't a luxury, it is a necessity. A comprehensive estate plan could help ensure that your wishes are honored and protect those you love. Safeguard their interests with these four essential documents: a last will, durable power of attorney, healthcare directive, and beneficiary designations.

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  • As we move into the new year, setting financial intentions goes beyond making vague resolutions. Intentional financial planning is about aligning your choices with what truly matters—whether that’s saving for the future, charitable giving, or building a legacy. Take time to reflect on what you want your money to achieve, and turn those reflections into purposeful actions. Let’s make this the year of intentional growth.

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  • While your 401(k) is an essential part of saving for retirement, it’s not the full picture of a strong financial plan. As a young professional, setting up a well-rounded financial strategy can help you reach both your short-term and long-term goals. Planning now can mean more choices and financial freedom down the road.

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  • The New Year brings a fresh opportunity to look at your financial path with purpose. Building a strong foundation isn’t just about numbers; it’s about having a clear vision for what you want to achieve. Let’s make this the year of confident, intentional steps forward.

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  • Common Money Mistake: Creating an estate plan and never reviewing it again. As your net worth grows and priorities shift, keeping your documents up to date is essential. Regular reviews can help ensure your assets go where you intend, protecting both your legacy and your loved ones.

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