Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

We can help you navigate life’s financial pathways
Our innovative planning process helps us keep you on course
Wells Fargo Advisors is fully equipped as an organization to help you succeed financially

The advantages of working with us

It’s natural – and wise – to reexamine your financial outlook after an unexpected or game-changing life event. Or to hear life’s clock ticking and feel the urgency to plan more deliberately to meet your most cherished goals. If this sounds familiar, you’re in the right place. As your Financial Advisors, we can:

Provide advice and guidance to help you focus on your short- and long-term financial goals
Help you create a plan geared to your goals and circumstances
Help you focus on and manage other important aspects of your financial life

The benefits of our goals-based planning process

Instead of simply investing toward a dollar amount for a retirement target, our Emoney® planning process is refreshingly realistic and innovative. Our approach includes:

An exploration of your unique goals
An investment plan built to support your needs and goals
The ability to review your plan to help to keep you on track
Flexibility to update your plan to reflect life or market changes
Easy-to-follow reports and updates

A company you can rely on

At Wells Fargo Advisors, we are fully equipped to help you succeed financially. As a leading investment company with a history of serving communities across the nation, we bring both Wall Street vision and Main Street values to our relationships with clients. Other benefits of working with us include:

Comprehensive investment advice
Advice and tools supported by well-known Wells Fargo Investment Institute analysts and strategists
Access to banking, insurance, and lending services through our Wells Fargo & Company affiliates

Next steps

Let’s invest in your future. Call today to schedule a phone or sit-down discussion.

_{Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.}
_{Banking services are offered through Wells Fargo Bank, N.A, a separate affiliate of Wells Fargo & Company.}
_{Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.}

Trust Services are available through Wells Fargo Bank, N.A., and Wells Fargo Delaware Trust Company, N.A.

Wells Fargo & Company and its affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.

Our Commitment to You

We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.

The fees for advisory programs are asset-based and assessed quarterly in advance. There may be a minimum fee to maintain this type of account. Fees include advisory services, performance measurement, transaction costs, custody services, and trading. These fees do not cover the fees and expenses of any underlying exchange traded fund (ETF), closed-end funds, or mutual funds in the portfolio. Advisory accounts are not designed for excessively traded or inactive accounts and are not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for these programs is between $10,000 and $2,000,000.

#1 in client satisfaction with wealth management digital experience among advised investors

Best-In-Class Experience

_{J.D. Power’s 2025 U.S. Wealth Management Digital Experience Study (announced November 2025) is a benchmarking study of large U.S. wealth management firms assessing investor digital experiences across websites and mobile apps. Data was collected June–August 2025 from investors who identified Wells Fargo Advisors as their primary wealth management firm, had interacted with the firm’s website or mobile app in the past year, and reported either an advised or DIY relationship. Results were weighted by market share, panel source mix, and evaluated channel to support comparability across firms. A minimum number of 100 surveys total and at least 30 surveys for each channel are required to be included. Survey included feedback on 4 main categories: Design, System, Information, and Tools/Capabilities. Study is independently conducted, and the participating firms do not pay to participate; however, use of award and promotional materials is subject to a license fee.}

Lewis Private Wealth Management Group of Wells Fargo Advisors

3200 Cherry Creek South Drive
Ste. 100
Cherry Creek, CO 80209

Local Phone: (303) 248-0879

[email protected]

We believe in empowering our clients

We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy designed to work for you.

Videos

Watch our videos on a variety of topics that illustrate key financial concepts and current events.

Videos

Newsletters

Review our financial newsletters for helpful information on a wide variety of financial topics.

Newsletters

Wells Fargo About Money Podcast

Listen to Wells Fargo About Money featuring Michael Liersch. In season one, hear about the tough conversations that people may need to have about money. Wells Fargo About Money is a new podcast series presented by Wells Fargo. By understanding our money behaviors, we all have the opportunity to make better money decisions.

Listen now

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Weekly chart using economic data to address timely market topics from the Wells Fargo Investment Institute Global Investment Strategy team...

Stock Market News

Our market analysts keep you updated on the latest market trends including stock market data, news, market activity, and economic reports in the daily stock...

Global Perspectives

A weekly analysis of timely economic strategy issues from Wells Fargo Investment Institute...

Market Commentary

Weekly commentary providing analysis with an outlook for the equity market...

Investment Strategy

Weekly market insights and possible impacts on investors from the Wells Fargo Investment Institute Global Investment Strategy team...

State of the Markets

A look at what’s happening now and what may be ahead from Darrell Cronk, President of Wells Fargo Investment Institute...

2026 Midyear Outlook: Keeping discipline in noisy markets

Wells Fargo Investment Institute looks at how artificial intelligence (AI) competition, infrastructure demand, and global uncertainty may be creating long-term investment opportunities — and why disciplined investing may help cut through short-term market noise.

Get the report

Ready to Connect? We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you.

¹Investment returns may fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed, or sold, may be worth more or less than their original cost.

²Variable annuities are long-term investments appropriate for retirement funding and are subject to market fluctuations and investment risk. Guarantees are based on the claims-paying ability of the issuing insurance company. Guarantees apply to minimum income from an annuity; they do not guarantee an investment return or the safety of the underlying funds.

Investment and Insurance Products are:

Not Insured by FDIC or any Federal Government Agency

Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate

Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested