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561-747-0455

Ready to Retire Now? Fee Based Planning Services How can you protect what you've worked hard for?

WELCOME TO LEE WEALTH MANAGEMENT

PROUDLY CELEBRATING  MORE THAN 25 YEARS OF SERVICE TO OUR COMMUNITY

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In the News - Press Release

We have an announcement from the The Society for Financial Awareness (SOFA). SOFA is a nationwide nonprofit organization with the mission to end financial illiteracy across America, one community at a time. Click below to see the following press release.

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Free Initial Consultation

Would you like to work with a local and experienced CFP® Professional?


Charles R (Randy) Lee is a CFP® Professional

He is also a ChFC® (Chartered Financial Consultant)

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Predictable Income Strategies

Thinking about Retiring?


Do you want to know when you may be able to retire?

We can help you figure out the timing that may be best for you!


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Fee based Financial Planning

Are you Prepared for the Upcoming Tax Changes?

We would love to help you!


Tax changes take effect in less than 36 months...


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Life and Long Term Care Insurance Services

New to the Area?


Looking for a New Financial Advisor?



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Why Choose Our Firm?

Why Choose Our Firm?

We are an independent full service firm that has put our clients and their goals first for more than 25 years

Our process is easy to understand

As an independent firm, we have access to a multitude of top rated companies

We monitor our clients investments and communicate regularly

We offer Fee Based services 


ALL CALLS, TEXTS AND EMAILS RETURNED PROMPTLY

Our Loyal Clients 

Our Loyal Clients 

We have built our business on introductions and referrals from other satisfied clients and professionals

Are You:


Preparing for retirement or recently retired?

Looking for a Local Financial Adviser who is a CFP®?

Recently widowed or divorced?

Seeking dependable strategies for guaranteed income in retirement?

A business owner considering the sale of your business?

Contact us today for a free, no-obligation consultation.


We would love to help you!

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