Helping protect wealth and carrying it forward.
At Lewis Wealth Management, you work with financial advisors who think in decades.
Industry Recognition.
Named to Barron’s Top 1200 Advisors and Forbes Best-in-State Wealth Advisors for multiple consecutive years.
Barron’s Top 1200 Advisors
Ten consecutive years recognized among the country’s leading financial advisors by Barron’s.
Forbes Best-in-State Wealth Advisor
Six consecutive years named to Forbes Best-in-State Wealth Advisor list for Texas.
Chuck Lewis was individually recognized by these awards.
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 – 6/30/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 – 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 – 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 – 6/30/19 (Source: Forbes.com).
2025 Barron’s Top 1,200 Financial Advisors: Awarded March 2025; Data Compiled by Barron’s based on the time period from Oct. 2023 – Sept. 2024 (Source: Barrons.com). The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2024 Barron’s Top 1,200 State By State Advisors: Awarded March 2024; Data Compiled by Barron’s based on the time period from Oct. 2022 – Sept. 2023 (Source: Barrons.com). 2023 Barron’s Top 1,200 State By State Advisors: Awarded March 2023; Data Compiled by Barron’s based on the time period from Oct. 2021 – Sept. 2022 (Source: Barrons.com). 2022 Barron’s Top 1,200 State By State Advisors: Awarded March 2022; Data Compiled by Barron’s based on the time period from Oct. 2020 – Sept. 2021 (Source: Barrons.com). 2021 Barron’s Top 1,200 State By State Advisors: Awarded March 2021; Data Compiled by Barron’s based on the time period from Oct. 2019 – Sept. 2020 (Source: Barrons.com). 2020 Barron’s Top 1,200 State By State Advisors: Awarded March 2021; Data Compiled by Barron’s based on the time period from Oct. 2018.- Sept. 2019 (Source: Barrons.com). 2019 Barron’s Top 1,200 State By State Advisors: Awarded March 2019; Data Compiled by Barron’s based on the time period from Oct. 2017 – Sept. 2018 (Source: Barrons.com). 2018 Barron’s Top 1,200 State By State Advisors: Awarded March 2018; Data Compiled by Barron’s based on the time period from Oct. 2016 – Sept. 2017 (Source: Barrons.com). 2017 Barron’s Top 1,200 State By State Advisors: Awarded March 2017; Data Compiled by Barron’s based on the time period from Oct. 2015 – Sept. 2016 (Source: Barrons.com). 2016 Barron’s Top 1,200 State By State Advisors: Awarded March 2016; Data Compiled by Barron’s based on the time period from Oct. 2014 – Sept. 2015 (Source: Barrons.com).
Managing wealth takes focus.
Based in Central Texas, our team helps you make sound financial decisions without the noise. We show up before the meeting and after it.
We handle all of it.
From retirement income to estate planning, college savings to business financial planning, our team addresses every piece of your financial life in a single, coordinated relationship.
Financial and Retirement Planning
For clients thinking carefully about what comes next.
We help you map out income sources, spending needs, and long-range goals to build a plan that adapts as life changes.
Wealth Management
For families and individuals with complex financial needs.
We help bring structure and discipline to your investments, working to help protect capital and pursue steady, sustainable growth over time.
Tax and Estate Planning Strategy
For business owners and families with multi-generational wealth.
We coordinate with your legal and tax advisors to help position your estate for an orderly, intentional transition.
Trust and Estate Advisory
For complicated estates, business trusts, and institutional clients.
We handle the details of trust structures and estate strategies that demand specialized depth, coordinating every piece from planning through execution.
Retirement Plan Services
For business owners and plan sponsors.
We help design, implement, and manage 401(k) and 403(b) plans that serve both your business and your employees.
Business Owner Services
For business owners and executives managing financial complexity at scale.
From executive financial services to corporate cash management, we serve the specific needs of business owners at every stage.
Neither Lewis Wealth Management nor &Partners renders legal or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.
What you’ve created is worth protecting, and worth passing on.
Here’s how our clients usually describe what they’re thinking about.
Retiring Business Owner
“I’m stepping back from my business. How do I make sure everything I’ve built translates into the life I want?”
This transition is one of the most complex financial moments a person faces. We help you work through liquidity, estates, and what the next chapter actually looks like.
Pre-Retirees
“I think I’m on track, but how do I actually know?”
That instinct is worth listening to. We help people five to fifteen years out pressure-test their numbers, tighten their income strategy, and help spot the gaps before they become problems.
Wealth-Preserving Families
“How do we make sure what we’ve built lasts and goes to the right people?”
We focus on protecting what you’ve earned, managing risk carefully, and getting the structure right for the generation after you.
Institutional & Trust Clients
“Our situation doesn’t fit neatly into a standard account. Who handles something like this?”
We work with business trusts, foundations, and corporate accounts that require real depth and specialized structure. That’s where we do some of our most deliberate work.
Smaller by choice.
Our team has worked together in Waco for years, taking on a limited number of clients and making sure each one gets the attention their situation requires. We are available when you need us. The people who work with us tend to stay, and that is not a coincidence.
Frequently asked questions.
Our clients are families, business owners, and retirees across Central Texas and beyond, typically with $500,000 or more in investable assets. Many have complicated estates, business trusts, or financial situations that require a team with genuine depth.
The best way to find out is a straightforward introductory conversation. We’ll listen to your situation, share how we work, and give you an honest read on whether we’d be a good match.
We’re based in Waco, Texas, and serve clients in Central Texas and across the country.
We are proudly partnered with &Partners, a wealth management firm built on the belief that every client has a unique story and distinct financial needs. &Partners is a dually registered Broker-Dealer and Investment Advisor and a wholly owned subsidiary of Ampersand Partners, LLC. Through this partnership, our practice benefits from robust technology, a comprehensive investment platform, and an experienced, on-call investment team, all designed to help us bring unbiased, client-first advice to everyone we serve.
You get the same advisor, but a comprehensive client experience. We believe in a stronger platform, better user interfaces, more transparency, and ideally fewer limitations on how we can serve you. The relationship you’ve built stays exactly as it is. What changes is everything around it.
Fee structures vary based on client situation and service level. We’re happy to walk you through how we’re compensated as part of any introductory conversation.
&Partners has selected Fidelity Investments through its broker-dealer National Financial Services LLC (NFS) as our primary custodian. &Partners and NFS are members of the Securities Investor Protection Corporation (SIPC) which protects securities customers of its members when a brokerage firm is closed due to bankruptcy of other financial difficulties. &Partners and NFS provide coverage in excess of the traditional SIPC coverage.
