Joseph W. Bartholomew III, CPWA®, CIMA®

Kylie A. Roman, CFP®, AEP®, is a Senior Vice President and Private Advisor at Lewis Wealth Partners, part of Rockefeller Capital Management, located in Richmond, VA. The firm specializes in providing customized financial solutions that cater to the unique challenges and dynamic needs of each client, ensuring a holistic approach to wealth management. With a dedicated team of professionals, Lewis Wealth Partners offers a comprehensive suite of services, including investment advisory, estate planning, and philanthropic advisory, all designed to empower clients in their financial decision-making. Their focus on personalized service and strategic insights helps families navigate the complexities of wealth management while preserving their legacies for future generations. Generated from the website

Lewis Wealth Partners, part of Rockefeller Capital Management, offers tailored financial solutions designed to meet the dynamic needs of clients throughout every stage of wealth. Their comprehensive services include investment advisory, family office solutions, estate planning, and philanthropic advisory, ensuring a holistic approach to financial management. With a team of skilled professionals, Lewis Wealth Partners provides bespoke strategies and expert guidance to help clients navigate the complexities of wealth management. Their commitment to personalized service and a deep understanding of family legacies positions them as trusted advisors in the financial landscape. Generated from the website

John B. Lewis, located in Richmond, VA, is a distinguished wealth management firm dedicated to providing customized financial solutions tailored to the unique needs of each client. Their comprehensive services encompass investment advisory, family office solutions, estate planning, and philanthropic advisory, ensuring a holistic approach to managing wealth across generations. With a team of skilled professionals, including private advisors and wealth planners, John B. Lewis emphasizes a collaborative strategy that connects clients to a broader network of resources within Rockefeller Capital Management. This enables clients to pursue their financial goals confidently while safeguarding their family's legacy for the future. Generated from the website