Broker Check

Our Services

At Lee Wealth Management, we provide assistance in the following areas:


  • Managed Investment Accounts
  • Brokerage Accounts
  • IRA Transfers and Rollovers from Employer and Government Plans
  • Alternative Investments
  • REIT's
  • Variable Annuities

Financial Planning

  • For Individuals
  • For business owners ready to sell a business
  • For Medical and Veterinary Practices 
  • Fixed Annuities
  • Indexed Annuities


  • Disability Income Insurance
  • Buy-Sell Agreements
  • Life Insurance
  • Key Person Insurance
  • Long Term Care Insurance