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Our depth of experience and network of specialists provide us with a comprehensive perspective not only on the markets, but on all aspects of wealth planning—for your investments and for your life. Our process for creating relevant financial solutions is built on our thorough understanding of your financial goals, the knowledge and experience to offer a customized solution, and the patience to help you make the right decision. Education, attention to detail and collaboration with our clients' tax and legal advisors help to ensure the best client-centric outcome.

Lewin Wealth Management's philosophy is to put our clients first in achieving a deeper understanding of their unique situations. We ascertain that each client start with a comprehensive financial plan in order to prepare the right advice and resources. Each plan explicates a customized investment strategy complementing the client’s goals and objectives. As our clients lives evolve and change, our team works closely with them in order to guide them properly and keep them on course to meet their goals

Daniel Lewin, CPWA

Senior Vice President–Wealth Management

Private Wealth Advisor

What he does

Dan draws on over 20 years of experience in the financial services industry to provide advice and  leadership across a variety of complex financial topics. He oversees strategic wealth planning designed to offer solutions for each area of a client’s needs: financial and estate planning strategies, portfolio management, business and succession planning, credit and lending, insurance and charitable giving.

Who he serves

Business owners, entrepreneurs, and families have turned to him for financial planning and insight. Dan advises a highly concentrated number of families and businesses that focus primarily on planning, inter-generational wealth transfer, tax minimization, growth and preservation of capital.

Outside the office

Dan is active in various local and national non-profit organizations and currently sits on the board of the New England Chapter of the Anti-Defamation League as well as the New England and National Councils of the American Israel Public Affairs Committee.

Dan is a mentor in the American Corporate Partners program that connects post-9/11 veterans (Protégés) with corporate professionals (Mentors) for customized mentorships.  ACP assists veterans on their path towards fulfilling, long-term careers, whether the veteran is job searching or newly employed.

Dan has participated as a rider in the Pan Mass Challenge for the past twelve years and has raised over $90,000 for cancer research at the Dana Farber Cancer Research Center. 

In June of 2009, Dan was presented with the Krupp Leadership Award by the Anti-Defamation League. This award is given to community members who demonstrate outstanding dedication and leadership on behalf of the ADL. In May of 2005, Dan was presented with the Esther Leah Ritz Emerging Leaders Award by the Jewish Community Centers of America. 

Dan lives in Newton with his fiance Jamie, and his kids Josh, Max, Isla and Walter. In his spare time he enjoys biking, fishing in Cape Cod and Alaska, and playing golf.

 

 

Registered States:
  • CA
  • CT
  • FL
  • GA
  • MA
  • NC
  • NH
  • NJ
  • NY
  • PA
  • RI
  • SC

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Carroll School of Management at Boston College, Bachelor's of Science in Finance

Credentials

  • Private Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Business owners
Entrepreneurs
Multi-generational families
One Post Office Square
35th floor
Boston, MA 02109

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Karen Carlin Woodard

Authorized Officer

Senior Wealth Strategy Associate

Karen is a well-respected financial planner professional with over 25 years of experience.  She develops comprehensive financial plans for high net-worth and ultra-high net-worth families, executives and business owners.  Her areas of specialty include retirement planning, estate planning, selling a business, risk management, education funding and philanthropy.  Karen is meticulous in her planning to ensure that her clients' financial assets are protected through risk management and careful positioning, frequently adjusts plans to account for market dynamics, and maintains on-going communication with her clients to ensure their financial plan is always tailored to their current goals and ambitions.  

Karen began her financial career in 1991 after studying finance at Boston University.  She achieved certification as a financial planner (CFP) in 1996 and more recently, certification as an exit planning analyst (CEPA).  She is also certified in behavioral finance.  She is an active member of the Financial Planning Association and the Exit Planning Institute.

Registered States:
  • MA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

One Post Office Square
35th floor
Boston, MA 02109

Email Me