For many owners, the day-to-day demands of the business leave little time to address your personal wealth.
It’s at this point that priorities tend to shift from the demands of your work to the future of your family, from accumulating wealth to spending it in retirement, from building your business to leaving your mark. As a business owner you have the means to create that significance – we’ll show you how.
While you’re working, your day is too full to be able to keep up with all the news and noise of the markets. We work with professionals to simplify the process of managing, preserving and growing their wealth.
Retirement is your time to enjoy the things that hold meaning in your life. We’ll help you clarify your vision and implement the strategies to make it happen.
It takes more than wealth to live comfortably. We believe it requires a clear, practical strategy to ensure your wealth supports you and your family over the long term.
Like my clients, I enjoy what I do. I understand the need to take what’s been accomplished, to share it with family and to ensure it’ll be around for future generations. These are just some of the wealth goals I help my clients achieve.
Robert M. Lewkowitz, CPCA
President, Lewkowitz Financial
Partner, Equity Associates