Lewis R. Walterhouse

Managing Director Complex Manager

Lewis Walterhouse began his career in the wealth management industry in 1988. Over the past 25 plus years he has enjoyed his role as a Financial Advisor, Branch Manager and Complex Manager. He has led offices in Flint, Farmington Hills, Detroit, Troy, East Lansing and Ann Arbor.

Lewis spent his first 22 years in the industry with Smith Barney and 5 years with Merrill Lynch.

Lewis has a Financial Advisor centric and servant leader management philosophy. He has demonstrated his ability to help advisors and teams elevate and grow their practices, in order to meet their client’s ever changing and unique needs.

Lewis lives in Fenton Michigan area with his wife, Kathy, daughters, Elizabeth and Kathryn, and son Lewis.

Lewis and his wife Kathy spend most of their free time following their children’s passion for soccer across the Midwest. Lewis and Kathy share a passion for travel and adventure hiking.

Birmingham, MI

325 N Old Woodward Ave Ste 320 Birmingham, MI 48009-5335
T: 248.540.3733
F: 866.522.9597
TF: 800.544.8754

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