Richard Lewis is a Wealth Manager for individuals, multi-generational families, and entrepreneurs, helping clients navigate complex financial decisions with confidence and a long-term perspective. His approach is relationship-driven and tailored, focusing on thoughtful planning, disciplined investing, and aligning financial strategies with each client’s goals and values across generations.

Outside of work, Richard is most at home on the water. He is passionate about offshore fishing, spending time in Rhode Island waters targeting all types of tuna and traveling to Florida to fish for swordfish. When the weather warms up, he enjoys tagging juvenile dolphin and supporting conservation efforts that help preserve the fisheries he loves.  Richard began participating in the DRP in 2022 and helped deploy the first satellite tag on a dolphin off RI’s coast as well as generated several recaptures including a dolphin movement from Block Island, RI, to east of Cape Canaveral, Florida.