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

Wealth Management Formula

What is wealth management? Wealth management is a combination of investment consulting, advanced planning, and relationship management. Many advisors claim to be wealth managers, but very few are. Does your advisor actually do what is outlined below? 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If you havent already, please view the Wealth Management Process, to see how our definition of wealth management is implemented. 

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