General Info

Our team at Clifford-Lewis Private Wealth sees our work as a calling. We have the privilege of helping people do more with their money. Itâ??s not a charge that we take lightly. We want our clients to be educated on their finances so they can live a better quality of life and make an impact on the things they care about. Pat Clifford, our founder, left a long career as a senior executive in the oil and gas industry to work in financial advising. It was an intentional decision to pursue what he felt called to do; help people with their finances. Now, he, along with partner Tyler Lewis, work with clients from all walks of life. From those just starting to professionals who are preparing for retirement.