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Points of Distinction

We understand that establishing a relationship with a trusted and knowledgeable financial professional is an important decision, one that takes time and deserves careful consideration.

Navigating the overwhelming number of financial products and services has become even more difficult, increasing the need to seek professional guidance.

At the heart of a relationship with your consultant should be the assurance that you consistently receive sound financial guidance that is in your best interest and that you fully comprehend.


At Patrick Lewis Investment Group, we distinguish ourselves in many important ways:

  • We are independent financial consultants representing our clients, not a particular company.
  • We help our clients organize and understand their entire portfolio of assets, while tracking progress towards achieving their financial goals.
  • Our knowledge and experience are essential elements of our ability to help our clients towards achieving their financial objectives.