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Clifford-Lewis Private Wealth

EST. AUM
$500,000,000

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Firm Details

Metro area Dallas
CRD Number
Website clifford-lewis.com
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Overview

Clifford-Lewis Private Wealth is a Tyler, Texas-based independent wealth management and financial planning practice serving individuals, families, retirees, professionals and business owners. The firm provides personalized investment management, retirement planning, estate planning strategies, insurance analysis and comprehensive financial planning. Patrick Clifford founded the practice, and Tyler Lewis serves as President and Wealth Advisor. Securities and advisory services are provided through LPL Financial.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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