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Welcome to Lee Wealth Management

Celebrating 20 years of Service to Our Community

Why work with us?

We are an independent boutique firm that has put our clients goals first for the last 20 years. 

Our process is disciplined and detailed, yet 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 with no-load investments.

Saturday morning appointments are available.

Who are our clients?

Most of our clients are between 40 - 75 years old

Have investable assets of $250,000 - $10,000,000

Ready to retire within 10 years or are already in retirement

Seeking dependable strategies for guaranteed income in retirement

Looking for a smaller firm where their individual needs come first

Whether you are a veteran of success or are just starting to manage your portfolio, Lee Wealth Management can help you achieve your goals and surpass them in time.

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

Financial Guidance

At Lee Wealth Management, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

Protecting your Legacy

Uncertainty leaves room for opportunity. At Lee Wealth Management, we strive to help you solidify tomorrow by planning today. As Warren Buffett said, "you can sit in the shade tomorrow because of the tree you planted today."

Predictable Steady Income

Growing your wealth requires patience and foresight. With our time-tested financial strategies, we’ll help you build long-term profitability through short-term planning.

Insurance Services

A good defense is the best offense. Let Lee Wealth Management surround you and your family with top-rated insurance policies. We offer Long Term Care, Disability and Life insurance options as well as help fund Buy-Sell Ageements and Key Person agreements.