William M. Lewis, CFP

03/17/2026

I’m excited to share that I’ve been promoted to Managing Director.

Over the years, I’ve learned that the most rewarding part of this profession isn’t the markets or the milestones — it’s the people. The clients who trust us with their goals, the advisors who collaborate to solve complex problems, and the teams whose dedication make it all possible.

I'm grateful for the opportunity and looking forward to continuing the work — helping clients plan well, make informed decisions, and move confidently toward what matters most.

02/12/2026

Here's a small way to make a big impact. St. Jude Children's Research Hospital allows anyone to send a free Valentine.
It only takes a minute and your message could brighten the day of a child fighting an unimaginable battle.

Choose a sweet e-card featuring layouts inspired by patient art, and then select a pre-written message, or create your own!

02/04/2026

Today on World Cancer Day, we recognize the importance of early detection, compassionate care, and equitable access to treatment. This year’s theme, United by Unique, reminds us that every cancer journey is different, yet we stand together in support and hope.

01/30/2026

"Forgive yourself for not knowing earlier what only time could teach" ~ Maya Angelou.
Whether it's financial planning, leading a team, or in life, clarity often comes with experience. The important part is learning, adjusting, and moving forward.

12/31/2025

As we close out 2025 and step into a new year, I want to take a moment to reflect on the incredible journey we’ve shared. This past year has been full of challenges, growth, and opportunities—and I’m grateful for the amazing clients, partners, and connections who made it all possible.
Wishing you and your loved ones health, happiness, and prosperity in the new year!

12/25/2025

May your holidays be filled with joy, peace, and cherished moments with loved ones.

Wishing you a Merry Christmas from all of us at Mainstay Wealth Management!!

12/14/2025

Happy Hanukkah! May the light and love of the season overpower any darkness.

12/02/2025

This Giving Tuesday, consider giving your time, talent, or treasure to a local non-profit or family in need. "It's not how much we give, but how much love we put into giving." ~ Mother Theresa.

11/29/2025

🌟 **Why Shop Small on Small Business Saturday?** 🌟

1. **Support Local Economies**: Your dollars stay in the community, creating jobs and boosting growth! 💪💰

2. **Unique Finds**: Discover one-of-a-kind gifts and personalized services you won’t find at big retailers! 🎁✨

3. **Community Connection**: Strengthen ties with your neighbors and support local entrepreneurs who make your area special! 🤝❤️

4. **Exclusive Deals**: Enjoy special promotions and discounts only available on Small Business Saturday! 🛍️🎉

5. **Encourage Entrepreneurship**: Help new ideas and diverse products thrive in your community! 🚀🌈

6. **Go Green**: Shopping local often means a smaller carbon footprint! 🌍💚

This Small Business Saturday, make a difference by choosing to shop small! 🛒💖

11/14/2025

Stock market volatility provides a great opportunity to let your long-term goals guide your short-term actions.

11/11/2025

Thank You Veterans!!! Thank you for having sacrificed so much in the protection of democracy worldwide as well as the freedoms we too often take for granted.