Lukas Dewitt

Financial Services

Role
Financial Advisor at Elevate Planners
Location
Mount Vernon, NY, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Lukas Dewitt

I specialize in helping small business owners turn today’s hard work into tomorrow’s financial freedom. With a deep understanding of the unique challenges entrepreneurs face—from overpaying taxes to retaining employees and protecting what you\'ve built—I provide personalized strategies that align with both your business goals and personal wealth.Whether it’s retirement planning, tax-efficient investing, asset protection, employee retention, or succession planning, my mission is simple: to help you build, preserve, and transition wealth with confidence.I believe independent asset management and financial planning should be accessible to every American. Whether you’re blue-collar, white-collar, or part of the C-suite—we’re here to help.Let’s make sure your financial plan works as hard as you do.

Experience

  1. Financial Advisor

    Elevate Planners

    Jan 2025 — Present · NY, US

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Lukas Dewitt — Financial Advisor at Elevate Planners in Mount Vernon, NY, US | Unifers