We are fairly new with Lewis Wealth Management, but we are totally satisfied with our service. We…read moreare out-of-state but Kevin still schedules our meetings with him around our schedule. He answers our phone messages almost immediately. He is always available and patient when explaining complex financial material to us. We like him very much.

From the owner: Call today to schedule a free, no-obligation, financial consultation at (317) 503-3680. read more

Brenden has been managing my family assets for over 5 years. His performance during the pandemic…read moreoutperformed expectation. Truly ahead of the curve at every turn!

From the owner: Beaumont Financial Partners est. 1981: Your Gateway to Institutional Asset Management!…read more Contact: bking@bfpartners.com Minimum Investment: $500,000 Custodians include: #Fidelity Investments, #Charles Schwab, #Morgan Stanley Looking to maximize your wealth but feel stuck in the public market cycle? At Beaumont, we believe families deserve access to the same investment opportunities as Wall Street Giants. We're a Fee-Only Registered Investment Advisor offering a comprehensive approach to wealth management, including: Asset Management: Expertly crafted portfolios combining public markets with exclusive Private Investments like Private Equity, Real Estate, and Credit. Tax Planning: Strategies to minimize your tax burden and keep more of your hard-earned money. Financial Planning: A roadmap to your financial goals, encompassing retirement, estate planning, and budgeting. Why Choose Beaumont? Unlock the Potential of Private Markets: Access investments previously reserved for institutions, achieving true diversification. In-House Expertise: Our team of Institutional Asset Managers handles your investments directly, ensuring personalized attention and control. We are the architects of your financial future, not outsourced order-takers. ️ Data-Driven Decisions: We go beyond the surface with proprietary models, economic forecasts, and in-depth analysis to manage risk within your portfolio.

The incredible quality of customer service at this office is amazing. I worked with Tayona, who is…read morepleasant, patient, and highly knowledgeable. Ten stars!

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

Sold us on an index annuity as a wealth building product had nine years of wealth building left …read more Said we would average seven percent return annually and experience no loss due to market turned down or correction. Lock us into a fourteen year contract with sila insurance company. First year we made nothing but the equity markets had an average of eighteen percent return. We were in the product for 3 - 1/2 years. And we only made 2.25 on the fixed. We surrendered ,( cancel the contract), as the result we had to forfeit all the interest made , payback the bonus and was penalized with the eleven percent of the principal remaining in account. Later , I learned he got a large bonus for selling us on that contract. He clearly violated his fiduciary obligations. I failed in doing my due diligence,and believing everything that came out of his mouth . We lost tens of thousands and plus hundreds of thousands of investment opportunity with this financial firm. Crown Haven turned into Frown Haven . They would rather you just survive rather than thrive in retirement. Take it from my experience run from these guys if you value your wealth.

Great wealth management company Very friendly and has a lot…read moreof good advice. Gordon is a vet and great guy

Terrific company...excellent local service....good place to park your investments !…read more Super helpful staff....especially Amy out front who was incredible in assisting me in the seemingly impossible task of transferring my merrill accounts to schwab. Which BTW...how does ML get away with their pricing ???

Charles Schwab is an excellent financial institution that truly cares about their clients, they…read moreoffer services ranging from banking, brokerage, retirement, home loans and more! The firm does its best to try to avoid charging clients which means no account opening fees, no stop payment fees, free checks and more. This is an institution that I recommend to everyone!