Lewkowitz Financial Consulting

At Lewkowitz Financial, our passion is to help you simplify your wealth and create a legacy that truly reflects your values. With over 30 years of experience, we've developed a unique approach to financial planning that combines expertise, education, and a deep understanding of our clients' needs.

Our Story

Founded by Robert Lewkowitz, our firm has been dedicated to delivering exceptional financial guidance and planning services that empower our clients to achieve their goals. Over the years, we've had the privilege of working with individuals and families from all walks of life, helping them navigate the complexities of personal and business finance.

Our Approach

At Lewkowitz Financial, we believe that financial planning should be a collaborative and personalized process. We take the time to understand your unique situation, values, and goals, and work with you to create a comprehensive plan that's tailored to your needs. Our approach is built around four key pillars:

• The 4-Part Retirement Framework: A systematic, organized approach to retirement planning that simplifies the process and helps you achieve your goals.
• A Home for Good Advice: Our historic office in a beautiful heritage home provides a comfortable and calming atmosphere for discussing your financial concerns.
• Focus on What Matters: We believe in presenting financial information in a clear and concise manner, so you can make informed decisions about your money.
• Simple Solutions for Staying Connected: Our online tools and resources make it easy to access your financial information and make adjustments to your plan whenever you need to.

Our Expertise

As experienced financial professionals, we've developed a deep understanding of the financial landscape and its many complexities. Our expertise includes investment management, retirement planning, estate planning, tax planning, and more. We're committed to staying up-to-date with the latest research and trends, so you can be confident in our guidance and support.

Our Commitment

At Lewkowitz Financial, we're dedicated to building long-term relationships with our clients, based on trust, respect, and open communication. We're passionate about helping you achieve your financial goals and create a lasting legacy for your loved ones. With our guidance and support, you can take control of your financial future and live the life you've always wanted.