Jason D. Lewis, Cfp®, Aif® Email & Phone Number

Denver, Co, Us

Denver, Co

Jason is a CERTIFIED FINANCIAL PLANNER™ practitioner and an Accredited Investment Fiduciary® with over fifteen years of experience as a financial advisor. He has guided numerous individuals, families and businesses through the complex process of developing and implementing strategic wealth management solutions that encompass the entire spectrum of their financial needs. His areas of expertise include investment analysis and portfolio construction, business succession planning, corporate retirement benefits planning, estate and tax planning, risk management, retirement and education planning, philanthropic planning, multi-generational planning and family financial education.https://www.raymondjames.com/jasonlewisRaymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements

Denver, Colorado

Denver, Co

Reliance Family Offices is a central, independent firm designed with the knowledge and expertise to oversee, manage, and execute the multitude of financial goals, needs and wants of a successful family. We provide guidance and management across the entire spectrum of a families’ financial situation. Encompassing areas such as investment management, real estate, insurance, estate and tax planning, retirement and education planning, philanthropic planning, multi-generational planning, and family financial education and governance.

Worked with ultra-high net worth business owners and families to provide a unique investment and family office solution. A hands-on, individualized approach, distinct from that of the mass providers. Asset management that provided access to carefully-selected, exclusive resources in the public and private investment market places.

Developed, managed and sold a highly successful wealth management firm that specialized in guiding successful families and business owners through the complex process of creating and implementing a strategic wealth management plan.

American Express Financial Advisors/Ameriprise Financial, Broker dealer providing comprehensive financial planning and wealth management services to high net worth clientele.Investment advisor and client account manager to a high-net-worth client base. Managed all aspects of franchise ownership, including business development, implementation of investment strategies, client relations, and profitability.