Personal Daily Money-Management Assistance

Treating You Like Family Throughout The Process 

Schedule a Free Consultation Today
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Efficient Handling of Your Daily Finances

Lewallen Management specializes in providing confidential and strategic daily money management assistance to individuals and organizations, including:

  • Senior citizens

  • Families of senior citizens

  • Disabled individuals

  • Busy professionals

  • Frequent travelers

  • Small business consulting

  • Churches

  • Persons facing life-changing events (such as divorce, death of a spouse, business changes, etc.)

  • Anyone seeking to simplify their administrative and paperwork burdens

Expertise at Lewallen Management, llc

Our expertise covers a versatile array of key services, allowing the management of a wide range of daily financial tasks to meet each client’s individual needs.

  • Bill paying, including preparation of checks for client signature, as well as calls to payees regarding incorrect bills

  • Preparing and making bank deposits

  • Reconciling checking accounts and investment statements

  • Negotiating with creditors

  • Organizing tax documents

  • Reviewing medical insurance papers and verifying the proper processing of claims

  • Providing general organizational assistance with personal financial affairs

  • Referring clients to legal, tax, investment professionals, and community resources as needed

  • Small business strategic consulting

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Start now with a free consultation

You are invited to call (336) 692-1522 or email [email protected], to receive a free initial consultation. Details of services available and your needs will be addressed during our initial visit. Discover how the benefits of hiring a daily money manager will ease the burdens of organizing your personal or businesses paperwork and daily financial needs. Lewallen Management takes pride in our professional ability to remove the burdens of daily financial tasks from those individuals or businesses who are overwhelmed or too busy to handle such matters themselves. This includes the fact that we can be an important safeguard against potential scams and fraudulent appeals for money by outside sources.

free consultation
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About Thad Lewallen

Managing Director, Thad Lewallen, has more than 40 years of experience in professional management. He currently serves as a Visiting Lecturer at both Wake Forest University and High Point University School's of Business. He also teaches Pre and Post Licensing with the Fonville Morisey School of Real Estate.  He previously served as the Director of Stewardship and Planned Giving for Centenary United Methodist Church in Winston-Salem, N.C.

Think of him as family. 

Lewallen Management is a member of the American Association of Daily Money Managers (AADMM).

Call (336) 692-1522, or
Email [email protected].

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