Your Team

Lewis founded the Rosen Group Private Wealth Management team of Raymond James Ltd. to provide wealth management solutions for Doctors, Dentists, and Business Owners

This concentrated focus, coupled with a very unique perspective, gives the team an unparalleled understanding of the sophisticated investment, tax and risk management strategies needed to create a successful wealth plan that enhances and preserves clients' individual needs.

The Rosen Group advisory team specializes in active, pension style investment management as they construct custom portfolios with a focus on hand picked individual securities rather than mutual funds. They hold the belief that active management along with customized portfolios is a more efficient way of managing risk and reducing costs for their clients.