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Without any conflicts of interest we put your needs first.


We enjoy building trusted relationships that span generations.


We create strategies tailored to your goals

Making it work...

Our mission is to get to know and understand you needs, wants, and long-term goals. we want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.

Who We Are

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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What We Do

Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Why We Do It

We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.

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Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support, may help make the road ahead less strenuous.


At Patrick Lewis Investment Group, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term.


Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance. Start preparing for tomorrow’s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting

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