Mike Lewis leads Swan Wealth Management as our owner and Wealth Advisor with over a decade of industry experience. Mike maintains his California Insurance Lic. #OC24309.
His advisory process mirrors the relationship between a doctor and a patient. Mike believes that when you feel confident and heard, the resulting cooperation leads to the best financial outcomes. He tailors every interaction to your specific needs with a goal of ensuing your strategy aligns with your life.
When he leaves the office, Mike retreats to his family property, which features a century-old barn home to great-horned owls. He spends his time tending to his chickens and honeybees or working outdoors. An avid traveler and golfer, Mike cherishes every moment with his four grown children and five grandchildren.