About Bespoke
A retirement, wealth & insurance firm built around you
Bespoke Financial Group is a retirement, wealth, and insurance advisory firm serving individuals, families, and business owners. Our foundation is creative retirement, protection, and wealth strategy — built from the combined toolkit of both an investment firm and an insurance firm, so your plan is tailored to the life you've actually built, not a product off a shelf.
Investment and retirement advisory services are offered through Bespoke Financial Group LLC. Insurance services are offered through Bespoke Insurance and Retirement Group LLC, a separate entity from Bespoke Financial Group LLC. Together, the two firms let us coordinate your complete financial picture under one roof.
Lukas Pawlowski
Founder & Investment Adviser — Bespoke Financial Group LLC
Bespoke Financial Group LLC
Lukas Pawlowski brings a perspective shaped by multiple sides of the wealth-management relationship — as a resource to financial advisors and investment professionals inside institutional asset management, as a financial advisor working directly with clients, and as a real estate investor building and managing his own investments.
His years directing investments at Legg Mason Asset Management and Emerge Capital — where financial advisors and investment professionals were his clients — gave him an institutional standard for portfolio strategy, asset allocation, and investment selection. He worked closely with advisors to evaluate strategies, implement asset-allocation approaches, and identify solutions designed around different client objectives and risk profiles. He brings that same rigor to the families and business owners he serves today.
As an active real estate investor himself, Lukas helps clients think beyond traditional investment accounts — considering how investment properties, income-producing real estate, financing, cash flow, taxes, and existing holdings fit within a broader wealth strategy, drawn from firsthand experience rather than theory.
Today, Lukas combines his background in asset management, investment strategy, portfolio construction, financial planning, insurance, retirement planning, taxation, and real estate to give clients a more comprehensive view of their wealth.
Philosophy
His philosophy is straightforward: understand the client first, then build the strategy around them. He believes financial advice should begin with a client's goals, circumstances, priorities, and concerns — not with a particular investment product or sales objective.
Beyond the Office
Lukas lives in Norwalk, Connecticut, with his wife and two children. Outside of work, he enjoys spending time with his family, playing soccer and pickleball, skiing, and traveling.
Christian Velez
Co-Owner, Bespoke Insurance and Retirement Group — Marketing & Client Relations
Bespoke Insurance and Retirement Group
Christian Velez is a co-owner of Bespoke Insurance and Retirement Group, where he focuses on business development, client relationships, and coordinating insurance-related inquiries.
Drawing on his background in higher education counseling and his fluency in English and Spanish, Christian helps individuals and families connect with appropriate professionals to discuss their financial strategies and retirement needs.
Investment advisory services are provided separately through Bespoke Financial Group LLC by Lukas Pawlowski. Christian does not provide investment advice, make securities recommendations, or act as an investment adviser representative of Bespoke Financial Group LLC.
Our Approach
One coordinated plan across retirement, wealth & insurance
Our approach begins with you — your goals, your family, your priorities — not a product. We build creative, customized strategies across retirement income, wealth management, tax planning, insurance and protection, real estate guidance, and college funding, drawing on the full toolkit of both an investment firm and an insurance firm.
Whether you're approaching retirement, already retired, a business owner, or a family planning for education, we coordinate every part of your financial life as one connected plan. Specialized expertise matters — and so does knowing where it lives. Christian handles business development and client relationships, learning about your situation and connecting you with the right professional. Lukas conducts the individualized financial and retirement consultation.
Let's get to know you
The best plan starts with a conversation. Schedule a complimentary consultation with our team.
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