Bespoke Wealth Advisory Group

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Bespoke Wealth Advisory Group
Team photo for Bespoke Wealth Advisory Group

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Advisors

Advisor photo for Keith Lewis

Keith Lewis

Financial Advisor

Visit Keith Lewis's website
Advisor photo for Brian Long

Brian Long

CEPA®, CPA, PFS

Private Wealth Advisor

Visit Brian Long's website
Advisor photo for Nate Wollenberg

Nate Wollenberg

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Nate Wollenberg's website
Advisor photo for Matt Bosart

Matt Bosart

Financial Advisor

Visit Matt Bosart's website
Advisor photo for John Zang

John Zang

Financial Advisor

Visit John Zang's website


Team

Daniel Geissel

Daniel Geissel

Administrative Assistant

Loretta Ward

Loretta Ward

Administrative Assistant