LEWELLYN FINANCIAL MANAGEMENT                                                     

Simple. Elegant. Wealth Management.                                

CONNECT

Address:

714 Cardley Ave
Medford, OR 97504-6124

Phone:

(541) 772-1380

Fax/Other:

(541) 772-0176

Our Services

Our service begins with a detailed dialogue about what is important to you.  Once clearly identified, we advise on how the many pieces of financial process fit your desired result.

We strive to clearly inform our clients of the various options that may have the highest probability of success. 

 We have a disciplined and deliberate approach to investing, using a tactial asset management strategy.  In today's world, we believe advice and the resulting action taken must be nimble and flexible.  The “buy and hold' mantra of the 1960's, 70's, and 80's may not be the best approach in a world that changes so quickly.  We believe we are held responsible for your assets  and choose not to delegate it to a money manager who doesn't know you or your goals.


  • Business exit strategies    
  • CRT / CLT tax mitigation after business sale                                      
  • Tax management
  • Investment Management
  • 401(k), IRA, SEP, SIMPLE Plan Implementation
  • Retirement Strategies 
  • Estate Conservation
  • Insurance and Annuity's (when applicable)
  • Tactical Asset Management
  • Charitable Remainder Trusts
  • Social Security planning



 


Advisory services offered by Bluewater Financial. Securities offered by Triad Advisors.  Member FINRA / SIPC .   Bluewater Financial  and Triad are not affiliated.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck