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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

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3590 Sacramento Dr., Suite 140
San Luis Obispo CA 93401
805-548-0900

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805-548-0900
wayne.lewis@lpl.com
robert.hiltz@lpl.com
wyatt.lewis@lpl.com

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Lewis Financial LLC, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

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