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Our Company

As a husband and wife team, the principals of Lee Wealth Management, Randy and Holly Lee are uniquely positioned to address the concerns of couples and families.

We offer all-encompassing services for our clients. As a local boutique investment advisory firm and insurance agency in Jupiter, Florida our reputation thrives on our high-level of customer satisfaction.

Our Commitment

Whether you are experienced in the world of financial matters or are just starting to build your portfolio, Lee Wealth Management can help you every step of the way.

When our clients are truly confident in their financial stability, we know we have done our job well.

Our Purpose

Even if you have an MBA in business or are highly skilled in a particular industry or profession, financial matters can be daunting.

In addition to managing financial risk  and growing your assets, the experienced principals at Lee Wealth Management aim to provide continued financial education designed to strengthen our working relationship.