About

About


Who We Are

Next Level Investment Management is an independent wealth management firm that services the needs of individual investors.  Lewis Chamberlain is President and Chief Investment Advisor.  NLIM maintains strategic alliances with independent top tier financial institutions.  

What We Do

We provide the knowledge and resources investors need to be prudent stewards of their wealth.  We strive for a fiduciary standard of excellence. We save clients both time and money by facilitating comprehensive and continuous management solutions. We offer clients continuous retirement planing and wealth management support to help clients realize greater confidence and control over their financial decisions.  We work with investors who value prudent process management and high standards of care. 

What We Don't Do

We don't believe in get-rich-quick schemes or boilerplate solutions.  We don't offer commission-based investment products.  We don't ignore assets we're not managing.  We do not work with investors who think luck is a strategy.  

Our Process

Our clients progress through a systematic three-step approach to financial wellness focused on prudently governing investments, establishing a defined retirement plan, and coordinating an integrated wealth management solution.

 

About Lewis Chamberlain AIF, CIS®​

  • Graduate, Cal Poly, SLO

  • Retirement planning services since 1990 

  • Investment Advisory services since 1995 

  • Securities registrations include series 6, 63, 65, 22, and 31.

  • Insurance licensed in California and Washington.

  • Accredited Investment Fiduciary® (AIF)

  • Certified Income Specialist™ (CIS)

Personal Background: Lewis Chamberlain grew up in the Ferndale, California area.  After graduating from Cal Poly SLO in 1990 he moved to the Seattle area and started a financial services practice.  Lewis and his wife, Heidi have two children: Connor is attaining a Masters in Engineering at Columbia University, and Rowan is an undergrad at UC Davis and NCAA Division 1 athlete.  

Community Service:  Lewis as a Board member of Redding Youth Lacrosse, and an active member of both Rotary and Western Star Lodge F&AM.  Past activities include serving on University Preparatory School Board for eight years and Director of Leadership U-Prep for more than five years.  Lewis received a Paul Harris Fellow from Rotary International and was recognized as a Community Builder by Redding West Rotary for many years of work with local youth.

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