Meet the M+ Team

Richard Lewis

Richard’s “people first, plan second” approach is at the heart of his ability to design strategies that optimize our clients’ financial positions.

Richard Lewis

Partner

What started as a mentorship became a calling for Richard Lewis the first time he saw how strong relationships and smart strategy gave his clients the confidence to make important financial decisions.

In the decade that followed, Richard consulted on hundreds of private-wealth plans before joining M+, where his collaborative approach and strategic agility help support the firms advisors in coordinating the many intricate parts of our clients’ financial and legal lives–seemingly with ease and always with an eye toward empowerment.

The teamwork and dedication that define Richard’s professional life define his personal life, too. His wife and their four children inspire him every day, whether the family is participating in sports, traveling, or hosting BBQs in their Bay Area backyard.

Curated connections.
Expertise when it matters most.

Our extended network is built with the same precision and high expectations we have for our team. When the need is clear, we engage trusted specialists who reflect our values, discretion, and commitment to your goals.