Joseph (Joe) W. Bartholomew Iii, Cpwa®, Cima® Email & Phone Number

Purpose | Passion | Planning Lewis Wealth Partners is an Elite Advisory Practice focused on wealth transition planning and capital management for successful executives, entrepreneurs and their families.Lewis Wealth Partners has an extensive history of providing wealth planning for high net worth individuals, successful families, and institutional clients. The team is equipped with the knowledge and experience necessary to provide financial planning, tactical investment strategies, corporate and executive services, family legacy planning, customized credit solutions, and wealth preservation and estate transfer. Managing the complex needs of the affluent client in today’s rapidly changing economy requires a cohesive approach. Placing an emphasis on impactful relationships, the team assists families with their goals of building and protecting their legacy, and maintaining unity and affluence across generations. By providing consultative guidance and goals-based planning throughout the process, your family’s mission can be achieved.

Listed skills include Retirement Planning, Wealth Management, Asset Allocation, Finance, and 12 others.