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Kris Lewicki & Associates, LLC
An Independent Option for Wealth Management | Kris Lewicki & Associates specializes in comprehensive financial planning and asset management.
Overview
An Independent Option for Wealth Management | Kris Lewicki & Associates specializes in comprehensive financial planning and asset management. We are a fiduciary, fee-only investment advisory firm that provides unbiased professional financial advice and holds in trust your financial future as if it were our own.
General information
Firm type
RIA
Principals
Kris Lewicki
Principal
Frequently asked questions
What investment strategy does the firm follow?
The firm's investment strategy has not been made public. No asset-class preferences, sector focuses, or direct deal activity have been reported in available sources.
Where is the firm based?
The firm's headquarters location is not publicly disclosed in an official capacity. Public records suggest US-based operations, but no city or state has been confirmed.
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