Martin Lewis photo
Office: Helena, MT
Email: info@at-pw.com
Toll Free:
Direct Phone: 406.389.8500
Fax: 602.734.5495
Martin J. Lewis
Senior Wealth Advisor

Martin joined the Helena, Montana, office of Ashton Thomas Private Wealth as Senior Wealth Advisor in 2021. He has been active in numerous civic and professional organizations in the Helena area for much of his professional career. Previously, he was a Financial Advisor with Wells Fargo Advisors, having been with Wells Fargo and its predecessor organizations since the start of his career.

“I get my true enjoyment by understanding clients’ short and long-term needs and aligning their investments with the appropriate risk to achieve their goals”. Martin says. “I enjoy financial planning and goal setting with my clients. Working closely with my clients to understand what’s going on with their family, their health, their philanthropic goals, and so on. I’m passionate about helping families successfully pass along their wealth. Sometimes that’s a conversation people do not want to have, but which should be part of their overall plan.”

A native Montanan, Martin grew up in the Bozeman area. During his formative years, he developed an interest in finance and gravitated toward accountancy during his early collegiate years. Martin graduated from Montana State University in 1988 with a Bachelor of Science degree in Accounting. His professional career started with Wells predecessor Norwest Capital Management & Trust as a Tax Officer doing trust, estate and charitable tax returns. During this time, he took and passed the Certified Public Accountant exam.* Following the stint in trust taxation, he became a client-facing Trust Officer and was actively engaged in assisting clients with everything from investments to trusts and estate management. Acting as a fiduciary, he helped manage real estate, farmland, and oil and gas properties held in various trust vehicles.

In 1997, Martin pursued and obtained a Graduate Trust and Estate Administration Degree through the American Bankers Association (ABA) Wealth and Trust Schools program held at Northwestern University where he graduated with high honors. He served on Norwest’s trust committee, a role he held for a number of years. This eventually led to a Regional Manager Investment Fiduciary Services leadership role within Trust Services covering Montana, Wyoming, Idaho, eastern Washington, and Alaska. However, Martin’s main passion is helping clients one-on-one, so he decided to step back into the financial advisory role in 2019, a position he maintained until coming to Ashton Thomas in 2021.

Over the years, Martin has been active with the St. Peter’s Hospital Foundation board, where he was board president. Most recently, he served on the Steering Committee for Shodair Children’s Hospital Foundation for their new hospital building, where he served as co-chair. Other organizations with which he has been active over the years include Big Brothers, Big Sisters (board member and chair), Montana Youth Homes (board member), the Montana State University Athletic Association (board chair), the Montana State University Athletic Advisory Board, the University of Montana Law School Tax Institute Advisory Board, and the Exchange Club of Helena.

Martin’s son, Tevin, is a graduate of Montana State University and works for a local startup company. Martin and his wife, Beth, have a son named Kash who is currently in first grade. They enjoy spending time at the family cabin in the Gallatin Canyon and exploring the back trails in Montana in their side-by-side. He states that the family “rediscovered their love for Montana” during the early months of the 2020 pandemic. “We’re very grateful to live in such a naturally beautiful place as this,” he says. Martin also enjoys skiing and golfing.

As a practicing estate planner, Martin applies the same values he teaches clients to his own family. “The will and the trust are sterile documents,” he states. “They do not pass along your vision and values to your kids and grandkids. That’s why I encourage every client to write a letter to their heirs expressing their vision and values and what is most important to them other than just their inheritance. I do the same for my own children. Your legacy is about so much more than what’s on the balance sheet.”