The Lewis Group of Truist Investment Services, Inc. The Lewis Group of Truist Investment Services, Inc.

The Lewis Group of Truist Investment Services, Inc.

919 E Main St,

5th Floor,

Richmond, VA 23219-0005

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Who we are

The Lewis Group is an elite advisory practice focused on wealth transition planning and investment management for successful executives, entrepreneurs, institutional clients, high-net-worth individuals,  and their families.

The team is equipped with the knowledge and experience necessary to provide financial planning, tactical investment strategies, corporate and executive services, family legacy planning, customized credit solutions, wealth preservation, and estate transfer techniques.

Managing the complex needs of the affluent client in today’s rapidly changing economy requires a cohesive approach. Emphasizing impactful relationships, the team assists families with their goals of building and protecting their legacy, and maintaining unity and affluence across generations. By providing consultative guidance throughout the process, a client’s family’s mission can be achieved with purpose, passion, and planning.
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Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Lindsay E. Dillon, CFP®, AAMS®
Lindsay E. Dillon, CFP®, AAMS®
Business Development Officer
Trevor C. Adams
Trevor C. Adams
Registered Client Service Associate
 Rachel E. Canady
Rachel E. Canady
Client Service Associate
Lauren E. Hershey
Lauren E. Hershey
Client Service Associate
Ben Haynes
Ben Haynes
Registered Client Service Associate
Mission
Through purpose, passion, and planning, The Lewis Group helps clients find the meaningful objective of their wealth. Whether the most valuable determinant is lifetime legacy, friends, family, or community, the team’s mission is to build and protect wealth, and help families achieve their own vision of success and significance.

Values
We are passionate about building a strong rapport with clients and recognizes that trust is imperative in any relationship—especially in financial services. We appreciate the gravity of our fiduciary role and strive to provide the highest levels of service and confidentiality. The team works cohesively to establish a partnership that strengthens throughout the client’s financial journey.

Investment Philosophy
Successful wealth management is dependent on the development of a comprehensive financial strategy. We design investment solutions tailored to goals-based planning. The team is attuned to changes in personal circumstances and how they may impact that strategy. Within the context of changing markets, the economy and tax laws, the team is objectively disciplined and keeps the plan firmly on track.

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