Lewis Gregory Email & Phone Number

For individuals or organizations with more complex wealth management needs,my 30 years of experience supporting clients with investment management, trust administration, charitable and foundation planning, and lending needs positions me to deliver the widest range of capabilities.I work with clients and their professional advisors in reviewing investment policy statements, asset allocation models and investment manager selection.  I focus on the following areas: Investments; philanthropic techniques; endowment and foundation planning; trusts and estate planning and Trusteed IRA Rollovers. *Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.*You have choices for what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to rollover to an IRA or convert to a Roth IRA, rollover a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment(particularly with reference to employer stock), and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care.

Listed skills include Asset Allocation, Investments, Estate Planning, Wealth Management, and 31 others.