Welcome to Endeavor! I’m glad that you’re here and appreciate you taking time to look deeper. Please let me introduce myself; my name is Colter Lewis. I’ve spent the past 27 years in Wealth Management, Investments, Financial Planning, Philanthropy, Private Banking and Family Office Services. Most recently having served in multiple client-facing roles and executive leadership positions within a global, publicly traded private bank and trust company. My expertise has been built both academically (by rigorous study for CFP® CPWA® and ChFC designations) and firsthand through advising many of the most successful families that you’ve never heard of (and a few that you have). But… 

Creating an independent, client-centric wealth management business has been a professional aspiration since I first entered the financial industry in my early 20s. The idea of becoming a “Founder” has relentlessly pursued me through the years. In 2022 I stepped off the traditional corporate path with an end goal of developing my vision for an independent, client-centric wealth management firm. Endeavor Advisors is the fulfillment of that vision. Born as a true fiduciary wealth manager, accountable only to our clients. No outside influence, corporate initiatives, or proprietary products. Endeavor provides best-in-class access through key relationships and state-of-the-art financial technology. All with one primary objective; helping successful families make better, more informed, and effective decisions about money. 

Personally, I outkicked my coverage and have been married to Elizabeth for 28 years. Her belief in me accounts for much more than 50% of any success that I have had in life. We met in college and have been together ever since. We have three adult children, a fantastic daughter-in-law, and the world’s greatest grandson. My faith in God is central in my life. He has not, and will not, let me down. I am passionate about my faith, my family, and my profession.

Outside of those I am an avid outdoorsman, enthusiastic traveler, average musician, and lifelong learner. 

If you are curious about how we might help you reach whatever you Endeavor to accomplish, reach out to schedule an introductory meeting. I would be pleased to help you.