Managing Director, Partner
Acacia Wealth Advisors
Assets Under Management: $590 Million
Alev Lewis is a managing director, partner and co-founder of Acacia Wealth Advisors, an independent multi-family office. She has more than 30 years of experience in accounting, investment, financial and tax planning. Lewis delivers comprehensive, sophisticated wealth management advice to a diverse group of clients, including business owners, entrepreneurs, ultra-high-net-worth individuals and their families. She is passionate about working with clients whose lives, and thus, finances are generally complex. She takes the time to understand her clients’ unique needs and helps them crystallize and achieve their financial objectives. Her multidisciplinary background allows her to deliver integrated advice in the areas of financial, investment, tax and philanthropic planning. As a fiduciary, she always put clients’ interests first. Because of that, she has enjoyed long-term relationships with her clients that span several decades.
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