Steven H. Lewis

Steven H. Lewis
Wealth Strategy Director

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.

 

view all

Firms News

01.21.19

Alexandra Coquoz Featured in Crain’s People on the Move
Alexandra Coquoz is featured in Crain's Chicago Business'  People on the Move newsletter. Crain's People on the Move highlights professionals undergoing Chicago-area job changes, promotions and board appointments. The Crain's profile is below:

view all

Media Mentions

01.10.19

Various Media – ORBA Wealth Advisors Announces Launch

Close
Forward Thinking
Forward Thinking