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You Should Never Have To Wonder | Lewis & Monroe Wealth Management

At Lewis & Monroe Wealth Management, our goal is to take care of anything and everything that relates to your financial picture. With your permission, we’l...

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You Should Never Have To Wonder | Lewis & Monroe Wealth Management | lewisandmonroe.com Reviews
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At Lewis & Monroe Wealth Management, our goal is to take care of anything and everything that relates to your financial picture. With your permission, we’l...
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2 about us
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5 how we work
6 frequently asked questions
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You Should Never Have To Wonder | Lewis & Monroe Wealth Management | lewisandmonroe.com Reviews

https://lewisandmonroe.com

At Lewis & Monroe Wealth Management, our goal is to take care of anything and everything that relates to your financial picture. With your permission, we’l...

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1

Event Photos : Lewis and Monroe Wealth Management

http://www.lewisandmonroe.com/eventphotos

Share with a friend. Or call to schedule your. Complementary introductory Wealth Analysis. Markets an a Glance. Video: Meet G.C. 5/7- Retirement Planning Today. 5/9- Shred and BBQ. 5/12, 5/14, 5/19- Retirement Planning Today. 7 Principles of Long-Term Investing. Focus on the total real return of your investments. [download]. Few words better characterize today's financial markets than. Choosing a Financial Advisor. Meet G.C. Lewis. Let me introduce myself and how I do.

2

How We Work : Lewis and Monroe Wealth Management

http://www.lewisandmonroe.com/how-we-work

Share with a friend. Or call to schedule your. Complementary introductory Wealth Analysis. With us, no two people or financial. You’re unique, and so are your goals. Whether you’re looking to create a nest egg for you and your spouse or a legacy for your children, we’ll work with you to develop a financial plan that will help you get there. Then we’ll implement as much as or as little of it as you want us to. Whichever option you choose, you’ll always know what we’re doing and why. To discuss your own pe...

3

Videos : Lewis and Monroe Wealth Management

http://www.lewisandmonroe.com/videos

Share with a friend. Or call to schedule your. Complementary introductory Wealth Analysis. Meet G.C. Lewis. We’re building a library of videos that cover important financial topics and illustrate key financial concepts. Choose any of the videos below and click to watch. Then check back regularly to see what’s new. Making Sense of Markets. Meet G.C. Lewis. Learn why he should be your Advisor. What is Wealth Management? A goal without a plan is just a wish. Markets an a Glance. Video: Meet G.C.

4

Meet the Team : Lewis and Monroe Wealth Management

http://www.lewisandmonroe.com/meet-the-team

Share with a friend. Or call to schedule your. Complementary introductory Wealth Analysis. While we’re building your portfolio, we’re also building our relationship with you. We’re all about you. Our independence allows us to invest time in building a personal relationship with you and base our recommendations on. We’d like to know more about you. To share your hopes and dreams and hear how we might help you achieve them, please call us at 678-398-4528 or email us at gclewis@lewisandmonroe.com. Choosing ...

5

Meet Our Core Team : Lewis and Monroe Wealth Management

http://www.lewisandmonroe.com/meet-our-core-team

Share with a friend. Or call to schedule your. Complementary introductory Wealth Analysis. Meet our core team. Members of our core team serve as your primary wealth management partners. They’re supported by specialists in all financial planning disciplines with professional designations that include AAMS, CLU, ChFC, CFP. CFS and CPA. All of us participate in continuing education programs to enhance our skills and knowledge. We’d like to meet you. GC Lewis, CFP. Mike Monroe, CHFC, CLU*. Sue Silva, MBA*.

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You Should Never Have To Wonder | Lewis & Monroe Wealth Management

Share with a friend. We'll reach out to you on a regular basis, even if nothing has changed. Check out our fall financial education workshops and classes. You'll have your own private dashboard so you can check your investments 24/7. We'll call you anytime anything changes or whenever we have a recommendation. While we’re taking care of your investments, we’re also taking care of you. Markets an a Glance. Video: Meet G.C. 7 PRINCIPLES OF LONG-TERM INVESTING. CHOOSING A FINANCIAL ADVISOR. GC Lewis is a Re...

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