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+1 925-284-4033
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| 3559 Mt. Diablo Blvd Ste 202, Lafayette, CA, 94549 | |
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0.2 miLafayette
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Specialties
Comprehensive Financial Planning
Asset Management
401k for Small Businesses
Life Insurance
History
Established in 2006.
After spending 10 years at large investment houses, we established Lewis Asset Management to better serve the client. We are independent, fee only advisors that work diligently to recommend suitable investments to our clients.
Meet the Business Owner
David L.
Business Owner
Morgan Stanley – Palo Alto, CA 1996 – 2001
Smith Barney – San Jose, CA 2001 – 2006
