Lewis Weil
Money Positive
Austin, TX
Contact Lewis
Lewis can help you with
-
Investment Analysis
-
Retirement Planning
-
Employee Benefits
-
Tax Optimization
-
Insurance Planning
-
College Planning
Expertise
- Investment Analysis and Planning
- Retirement Planning
- Benefits and Compensation Planning for Employees
- Tax Optimization
- Insurance and Risk Management
- Estate and Legacy Planning
- Cash Flow Analysis
- Debt Management
- Saving and Investing for College
- Life Event Planning
- Business Finance Planning
About
Money Positive is Worker-Owned
The company is owned and operated by the people that work here. We think this is the right way to build a company and that we will make better decisions because we are accountable to our clients and to each other.
Ya'll. Money Positive is B Corp certified. We are the first financial planning company in Texas to achieve this designation. This means we hold ourselves to high ethical, environmental, and social standards.
We started by helping artists, and now we are here to help everyone. We strive to help BIPOC, LBGTQ+, and traditionally underrepresented people.