"An investor without investment objectives is like a traveler without a destination."WHY THE LEWER & McCAFFERTY WEALTH MANAGEMENT GROUP?The Lewer & McCafferty Wealth Management Group works with clients to assess and identify their financial goals; relying on 50+ years of experience and the intellectual capital of Bank of America's banking capabilities and Merrill's investment insight. We then develop and implement personalized strategies to help clients pursue desired outcomes. Our clients typically rely on us as their primary point of contact and trusted advisor.TEAM OBJECTIVE:Our Team strives to provide first-in-class services that address, although not limited to, the following primary financial issues:• Retirement Planning & Income Strategies• Portfolio Management/Tax-Efficiency• Trust and Estate Planning Services• Education Planning• Life & Long Term Care Insurance• Mortgage, Home Equity Line of Credit, Security Based Lending & Debt Management• Personal & Business BankingTHE GROUP WELCOMES A CONNECTION IF YOU ARE:• Seeking a retirement strategy• Considering a new professional relationship with a financial advisor or would like a second opinion on what your current advisor is recommending• A business owner looking to transition or sell your businessWHEN I AM NOT WORKING:I enjoy travelling, cycling, mountain biking, and spending time with my family.Phone - 732-530-3054Email - john.lewer@ml.comNMLS # 578560