Steven H. Lewis
Wealth Strategy Director
slewis@orbawealthadvisors.com
P 312.670.6262 | F 312.858.5950
Steve Lewis has been an investment advisor representative since 1988. Steve specializes in serving high income and high net worth individuals, including physicians, attorneys, professional athletes, consultants and other entrepreneurs.
As an investment advisor representative, Steve helps his clients find the answers they need to successfully reach their personal financial milestones, including proactive tax planning advice, creating financial plans that address client goals, and retirement planning strategies designed for easier living in the future. His expertise as an investment advisor also allows him to be directly involved with investment and asset allocation planning.
Steve Lewis has been an investment advisor representative since 1988. Steve specializes in serving high income and high net worth individuals, including physicians, attorneys, professional athletes, consultants and other entrepreneurs.
As an investment advisor representative, Steve helps his clients find the answers they need to successfully reach their personal financial milestones, including proactive tax planning advice, creating financial plans that address client goals, and retirement planning strategies designed for easier living in the future. His expertise as an investment advisor also allows him to be directly involved with investment and asset allocation planning.
Steve prides himself on getting involved in all facets of a client’s financial life, offering lifelong guidance from their financial beginnings to retirement and beyond. Through one-on-one sessions, he works with his clients to understand and realize their short- and long-term goals. Steve also offers strategic wealth and investment planning services designed to accomplish these goals.
Away from the office, Steve plays golf and tennis as often as possible. He is also a loyal Bulls fan and a regular at the United Center. He is a voracious reader who prefers reading non-fiction and biographies on his Kindle.
- Former Board Member, Cancer Wellness Center
- Former Board Member, ACLU
- Former Board Member, Chicago Commons
- Former Board Chairman, Opportunity, Inc.
- Becoming Your Parents’ Parent, Chicago, IL, February 15, 2017
- Important Financial Issues as You Age, ORBA, Chicago, IL, October 27, 2015
- Series 65 Uniform Investment Adviser Law Examination
- B.S., Business Administration, University of Wisconsin
Various Media – ORBA Wealth Advisors Announces Launch
ORBA Wealth Advisors, LLC was recently mentioned in the media for announcing the official launch of the firm. Reporting media include PR Newswire, Verdict, Wealth Adviser, Market Place and Townhall Finance. Click here to view the press release.
ORBA Announces the Launch of Wealth Advisory Subsidiary, ORBA Wealth Advisors, LLC
Ostrow Reisin Berk & Abrams, Ltd. (ORBA), one of Chicago’s largest public accounting firms, is pleased to announce the opening of its new wealth advisory subsidiary, ORBA Wealth Advisors, LLC, an Independent Registered Investment Advisor (RIA).
