Lewis Asset Management LLC
Business details
- Category
- Financial Services · Financial advisor
- Address
- 985 Moraga Rd Ste 207, Lafayette, CA 94549
- Phone
- (925) 284-4033
- Website
- lewisam.com
- County
- Contra Costa County
Hours
- Monday: 8:30 AM–5:30 PM
- Tuesday: 8:30 AM–5:30 PM
- Wednesday: 8:30 AM–5:30 PM
- Thursday: 8:30 AM–5:30 PM
- Friday: 8:30 AM–5:30 PM
- Saturday: Closed
- Sunday: Closed
About
Lafayette and the surrounding East Bay families and professionals turn to Lewis Asset Management LLC for independent financial advisory services built around their long-term goals. We work with individuals and families in Lafayette and across Contra Costa County to plan, invest and manage the assets they've worked hard to build.
Our approach starts with understanding your priorities, then designing a strategy you can follow with confidence through every stage of life. We keep our guidance clear and personal, so you always know where your money stands and why each decision is being made.
Whether you are planning for retirement, managing an inheritance or simply want a second opinion on your portfolio, we are here to help.
To learn more about our services, visit our website or call our office to set up a conversation.
Our approach starts with understanding your priorities, then designing a strategy you can follow with confidence through every stage of life. We keep our guidance clear and personal, so you always know where your money stands and why each decision is being made.
Whether you are planning for retirement, managing an inheritance or simply want a second opinion on your portfolio, we are here to help.
To learn more about our services, visit our website or call our office to set up a conversation.