Lewis Wealth Management Group

Owner / Financial and Wealth Advisor

Iron Bull Tax Pros

Co-Founder

Research Financial Strategies

Assisting families and businesses with their financial affairs and portfolio management.

Financial and Wealth Advisor

Lewis Wealth Mangagement Group

Owner and Financial Advisor

First Allied Securities

Financial Consultant

U.S. Department of State

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.

Paul Lewis, CFP®,CWS®

Nate Lewis

Financial Advisor

Director Of Operations

Iron Bull Financial

Founder

1st Gen Entrepreneurs

Member

Research Financial Strategies.

Financial Advisor who likes working with Entrepreneurs/Business Owners.  Also specializes in 401k and 403b advice.

Sales Assistant

Reducing Your Tax Liability | Creating Simple 1-page Financial Plans | Dad x 2

Nate has worked at Lewis Wealth Management Group since he graduated From Illinois State University in 2009.   He also runs the sister company of Lewis Wealth Management Group, Iron Bull Tax Pros, which focuses on soley Taxes.

Nate focuses on assisting sales and marketing professionals simplify their finances.  

Nate has been in marketing and sales basically his whole career.  He's lead both of those roles at Lewis Wealth and Iron Bull and helped them grow into the companies they are today.


https://www.lewiswealthmanagementgroup.com/disclosure

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The Battle

Paul Lewis, CFP®,CWS®

Nate Lewis

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