We’ve had nothing but the most positive experience over the past 5 years working with Jackie and Ryan as they’ve thoughtfully and skillfully guided us through – what was for us – the unfamiliar territory of financial planning. They’ve taken us from being naïve, marginally engaged participants fumbling towards our impending retirements to being more informed, thoughtful and goal-oriented in our approach to wealth management. They are truly interested in tailoring their advice and guidance in accordance with our life goals, both financially & personally. They also steered us to take care of legal & legacy concerns in terms of our estate planning, all while being friendly, accessible and extremely competent. Under Jackie & Ryan’s stewardship we are finally to a point where we feel a sense of security and peace about our financial future, and will continue to rely on their planning expertise in the years ahead.

Jackie has been our financial advisor for years, providing solid guidance on investments, retirement planning, and both major and everyday financial decisions. She's excellent at helping us stay committed to our long-term financial plans, especially during market fluctuations when it would be easy to make emotional decisions. We consult her on most financial matters, even if just to confirm I'm on the right track.

For the better part of 2 years, I have been a customer of Jackie and over that time she has been incredibly helpful and thoughtful in her advisement. Jackie is knowledgeable and provides concise answers to my questions. Jackie aims to teach about the psychology of investment through planning with goals and even reading recommendations. Jackie isn't afraid to ask challenging questions that create bigger picture thinking. We consider Jackie a part of our family!

We started working with Jackie when she and Ryan established their own company together and have been endlessly grateful for her kindness and care in helping us get a better grasp on our assets and how to manage them. Our first dire need was to have a family Trust removed from one institution to another, and Jackie and Ryan not only helped us choose a new institution but helped us keep our cool through various delays and obstacles thrown up by the releasing institution. As we have mulled over different ways to shape our estate planning, Jackie has been a really helpful resource, bringing all of her experience to bear on whatever the question of the moment may be. Jackie and Ryan are unwaveringly calm, insightful, and vigilant about helping us to keep on track with goals of all sizes, and under their management we have seen our assets really grow.

Jackie has been an important part of our lives for many years. Not only is she an amazing investment professional but a great advisor on how to manage our life plans.

Jackie Lewis is a seasoned and skilled financial advisor. She has been doing this work for many years, so she is not only knowledgeable about wealth management, investments and the markets, she has gained other vast experience, which has allowed her to advise me in other areas: my estate plan; whether to take out a mortgage on a second home I own outright; when my wife should apply for (early?) Social Security retirement and Medicare; long term care planning…among many other ancillary quandaries I have had. What is truly wonderful is that I LOVE talking with her. I used to avoid conversations with my previous financial planner, but now I look forward to them. She has a very nice personality and disposition, and I never feel like my questions are stupid or imposing. Importantly to me, she is also a good and kind human who truly cares about her clients, her community and the world. She is a gem! …a rare find in a sea of financial planners. I highly and wholeheartedly recommend her.

I have been working with Jackie and Ryan for the last 4 years since before covid. Since the start of our relationship we have gone through a pandemic, a couple of wars, US elections, and relatively turbulent times in global and US markets. In the meantime, I have also switched jobs, temporarily retired, changed my residency country 2 times and operate with 3 citizenships and live across 3 continents and 4 countries. To contextualize, my personal circumstances have changed more than usual and have been unusual even for the most adaptable and global investors. Jackie and Ryan have been extremely attentive and patient problem solvers, at times nudging me to move administrative issues along and at times brainstorming with me on the markets and my asset allocation given my personal ever-changing circumstances. I was a wealth advisor at mid-point in my career, and I have been beyond impressed and grateful for our working relationship given their sincere care, professionalism, follow-up and execution, and have learned a lot in terms of my financial planning into retirement. They were recommended to me by a close friend, and as such personal and financial relationships are difficult to recommended, I have been more than impressed with their services and working style, especially when some of my international challenges were beyond the scope of their services. I recommend working with them without any hesitation, as I'm confident, they will get to know your individual circumstances with utmost care, provide a range of solutions that are suitable, execute on your behalf and/or follow-up with you where they can't. My extended family lives in CA and they have even stepped up to offer advise and suggestions to them.

I have been working with Jackie and Ryan for 3.5 years and they have been incredible financial advisors and partners in my financial journey. They have helped me through significant financial events with work, buying a house, and making me aware of options available to me I never would have known about or be able to take advantage of. They are incredibly responsive and knowledgable, and have an incredible network of tax, legal experts to recommend as well. Very happy with the team and highly recommend!

Jackie Lewis and Ryan Goldenhar have been my husband and I’s financial advisors for over a decade and are long time advisors to my mother in law. They’ve been with us through good and bad economies as well as life changes. At this point, they feel like an extension of family and are always an impartial resource to us when we need them. Jackie and Ryan’s partnership provides the right balance of customer service and candid expertise. They are proactive in reaching out to us on a regular basis and in making portfolio changes to best balance risk with returns, while minimizing our tax liabilities. I’d recommend Jackie and Ryan to anyone and everyone.

It was our good fortune to find Jackie Lewis and Ryan Goldenhar of Wealth With Options. We’ve had several companies over the years help us with financial investments, but these two are truly unique. They are hands-on, personal in taking the time to understand family financial goals and offering alternative approaches for achieving these goals. They go “the extra mile”, beyond just the two of us by dealing with our children, our heirs, to establish frameworks for growing and protecting their inheritances. No other companies have ever offered such services. We highly recommend the kinds of financial services that Jackie and Ryan offer. Plus they are a joy to work with. Roberta and Paul, in New Mexico.

Jackie Lewis has been an exceptional financial advisor for our family. From the very beginning, she took the time to understand our financial goals and crafted a personalized plan that perfectly aligns with our needs. Her expertise and dedication have been evident in every interaction, and we have seen significant improvements in our financial health under her guidance. Jackie and her partner Ryan's approach is both professional and personable, making complex financial concepts easy to understand. Her attention to detail and kindness have made a significant difference in our experience. She is always available to answer our questions and provide valuable insights, ensuring we feel confident in our financial decisions. We truly appreciate Jackie's commitment to our family's financial well-being and highly recommend her services to anyone seeking a knowledgeable and trustworthy advisor. Thank you, Jackie, for your outstanding support and guidance!

I have had a wonderful experience working with Jackie Lewis who has helped me map out an executable strategy to reach my financial goals. Jackie is communicative and responsive and always makes herself available. Jackie has been incredibly helpful on investment ideas and tax strategies. She is well networked and shares terrific resources. It has truly been a pleasure working with Jackie who has helped make my goals attainable.

I started working with Ryan and Jackie several years ago and I've never had this kind of regular hands on approach of advising. It's been very useful as I plan for retirement and I feel very secure in their hands. I have watched my wealth grow as a combination of my contributions and their wise advise on the market.