Broker Check

Jim Lewis, AAMS®

Wealth Advisor

Understanding Your Financial Future

Our goal is to help our clients with every aspect of their financial lives. We provide personal service and we strive for the financial stability and security that will make your dreams a reality.

We have a "hands on" approach to financial guidance. We take the time to get to know you and to understand your goals. Then, we do everything in our power to keep you focused on where you want to go and we advise you on how to get there. We work closely with you over time to maintain a disciplined approach to realizing your dreams. 

Our company is based on the principle that understanding your current financial situation is vital to successfully making prudent decisions about your financial future. If you have any questions about your finances, or you wish to schedule an appointment, send us an email or give us a call at

We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 317-663-7277.

Services

Services

We create strategies tailored to your goals.

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Independence

Independence

Objectively we put your needs first.

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Trust

Trust

We enjoy building trusted relationships that span generations.

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Services

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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