Personalized Wealth Management Services
Every client is unique. Whether you’re a power worker planning your retirement, a small business owner looking for an exit, or a family wondering about their future, we build a plan that aligns with your specific goals.
Let’s Work Together To Protect and Grow Your Wealth
You work hard for your money. We work just as hard managing your assets in a way that is fully custom, aligns with your life goals, and helps you better protect and grow your wealth.
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Our Process
Working with a new financial advisor can feel overwhelming. At Lewellyn Wealth, we have developed a clear and straightforward process designed to make sure you feel informed, confident, and taken care of every step of the way.
Discovery
We start by getting to know you, your goals, your current situation, and what retirement looks like. No assumptions, no model portfolios. Just a conversation with an advisor that wants to hear your story.
Investment Plan
We present a fully custom investment plan and IPS (Investment Policy Statement) built around your specific needs and with clear recommendations for how to move forward.
Mutual Commitment
We make sure we're the right fit for each other before anything is signed. This is a long-term relationship, and we take that seriously.
Getting Organized
Within 45 days we handle the paperwork, get your accounts in order, and make sure everything is properly titled and structured.
The Advanced Plan
A comprehensive evaluation of your entire financial picture. This includes investments, estate planning, tax strategy, and legacy planning. We then provide a comprehensive plan to move forward.
Your Professional Network
We coordinate your entire financial team. This can include your CPAs, estate attorneys, and more. Working with your other financial specialists ensures that every aspect of your financial life is covered.
Hear From Our Clients
We Work Hard So You Don’t Have To Anymore
As a power and electrical worker, planning for retirement has a unique set of challenges. IBEW members and other power workers often have complex asset allocations, with NEBF, NEAP, joint brokerage accounts, 401K’s, and more.
At Lewellyn Wealth, our team specializes in navigating the complexities of these accounts to make sure you are prepared for every milestone on the road to retirement, from pension decisions and Social Security timing to Medicare and beyond. You’ve worked hard your whole life. We work hard so you don’t have to anymore.
Let’s Work Together To Protect and Grow Your Wealth
You work hard for your money. We work just as hard managing your assets in a way that is fully custom, aligns with your life goals, and helps you better protect and grow your wealth.