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5 Times You’ll Be Able to Teach Your Kids About Money Management
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Olivia Lewis
Financial Advisor
LEADING. LIBERATING. LASTING.
My team and I create personalized financial plans that guide the implementation of investing, insurance, and tax mitigation strategies; we prepare our clients and their families nationwide for a lifetime of wealth management decisions. Putting our clients’ best interests at the center of everything we do and our holistic approach to integrating all aspects of our clients’ financial life is what sets us apart.
Living a purposeful life and leaving a purposeful legacy comes from working with a practice leads with purpose.
As a young advisor, I am ready to plan with generations of your family. Through multigenerational planning, I’ll help you protect and preserve your life’s work, and carry your legacy down to the people that you have made an impact on and the people that you have yet to meet.
Here are my areas of expertise
Financial Planning
Tax-Efficient Strategies
Investment Planning & Strategies
Retirement Planning & Income Strategies
Estate Planning
Education Planning & Funding
Long-Term Care Planning
Life Insurance Strategies
Who We Serve
Our services are tailored to affluent individuals and families both locally and nationwide. We specialize in serving physicians, attorneys and business owners. We genuinely value the tremendous trust that our clients put in us every day by choosing to have our team in their corner.
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4