MUSIC TO MY HEIRS 2018-03-19T19:39:49+00:00

Stephen C. Lewis

Principal & Financial Advisor

Stephen C. Lewis has a global clientele who seek his unique expertise in the intersection between third-generational wealth, philanthropy, and investment design. He is recognized as a leading expert in guiding families through the complexities of multigenerational wealth. Supported by the vast resources of AB Bernstein, Stephen has enabled his clients to maximize their success. By understanding their relationship with money, he helps them make their wealth meaningful.

Stephen joined Bernstein in 2002 as a Financial Advisor and helped launch Bernstein’s private client practice in Houston. He was appointed Principal in 2008 and co-founded the firm’s Nonprofit Advisory Group in 2011.

He earned a BA in human relations from Texas Christian University and studied finance at the University of Chicago’s Graduate School of Business. Texas Monthly magazine has selected him as a Five-Star Best in Client Satisfaction Wealth Manager.

Stephen is on the board of trustees of Star of Hope, and an advisor to Crime Stoppers of Houston and Life Without Limbs. In addition, Stephen volunteers as an auctioneer at events for numerous charitable causes, including the American Heart Association, UNICEF, The Children’s Assessment Center, and the Susan G. Komen Breast Cancer Foundation.

What is the right amount of money to leave to your heirs?

How do you give them a leg up without two legs up on a couch?

How do you address the challenges of generational wealth?

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Stephen and his wife Allison are the co-founders of Decimus Wine. At Decimus, the mission is to produce and sell some of the world’s greatest wines and then take 10% of the revenue (A Tithe) and use it to provide clean drinking water to parts of the world in need. Click below to learn more about how you can turn wine into water.

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