Martin Lewis

Senior Wealth Advisor

Working with Clients, their families, and the causes they champion

Martin’s true enjoyment is an unwavering focus on his clients and their families, encompassing comprehensive wealth planning, and aligning their investments with the appropriate risk, all tailored to provide an attentive, purposeful client experience for generations. Once you understand who you are, where you are, and where you’re going, you can find yourself empowered and inspired to improve all aspects of your Ideal Financial Life.

Connect with Martin

Senior Wealth Advisor

Your story is one of a kind and your goals, legacy, and generosity are unlike anyone else. Because of that, at Ashton Thomas our wealth planning services are built around who you are and who you want to be.

Martin enjoys working closely with his clients to understand what’s going on with their family, their health, their philanthropic goals, and their desired legacy. With an extensive career in financial services, he has gained the knowledge and experience needed to channel his passion to help families grow, protect, and successfully pass along their wealth. Sometimes the last part is a conversation people do not want to have, but which should be part of their overall plan.

My team works best with those who find themselves in one of the following situations:

Family Wealth Accumulation

We work hard to ensure your family vision and values remain in view over time with a long-term, multigenerational framework, with tailored wealth advice solutions designed with your modern lifestyle in mind.

Achieving A Dream Retirement

We thoroughly evaluate the viability of early retirement and craft comprehensive plans to address your needs for financial stability and a smooth transition to a post-career lifestyle.

Managing Unexpected Wealth

Managing an unexpected inheritance can be daunting. You can lean on us for personalized support involving estate planning, tax optimization, and multigenerational communication to help ease emotional strain as you plan your family’s legacy.

Navigating Grief

Our compassionate approach provides step-by-step financial education and comprehensive planning, helping you manage complex decisions and rebuild confidence as you move on from unthinkable circumstances.

Your Story

Your will or trust handles the legal transition to your heirs. Write a letter to each of your heirs that encompasses your values, beliefs, and traditions that you wish to be passed along.

Solutions for Your Ideal Financial Life

Trust, family office, and banking solutions provided by third party entities not affiliated with Ashton Thomas Private Wealth, LLC. Tax services provided by Ashton Thomas Tax Advisory. Insurance products provided by Ashton Thomas Insurance Agency, LLC.

 

Investment Management

Risk Management

Wealth Planning

Estate and Trust

Insurance Solutions

Tax Services