Committed to Your Financial Success
Serving HWNIs, Business Owners, Entrepreneurs, Family Offices and their Advisors
Decades of experience solving complex problems for sophisticated audiences
Specific expertise: Tax / Estate Planning; Large Insurance Case Design; Insurance Premium Financing; Cross Border Tax Planning; Use of Trusts
Licensed Investment Advisor (Series 6, 63, 65)
LewisM@blackpearladvancedllc.com
(253) 653-5331
www.linkedin.com/in/lewismcmurran