Lee Wealth Management
Helping Jupiter area individuals and couples prepare for retirement with clarity and confidence. With nearly 30 years of experience, our principal adviser is a CFP® and ChFC® who specializes in retirement income planning, IRA and 401(k) rollovers, Social Security strategies, and investment management. We work with people who are 5-10 years from retirement or already retired and want predictable income, tax efficient strategies and a clear retirement plan. As a local fiduciary firm, we provide personalized guidance - not one size fits all solutions.
Trust & Estate Planning Services
When did you update your estate planning documents?
Have your financial circumstances changed since they were last updated?
Maybe your documents were created in another state but now you are a FL Resident.
We can scan your current documents to determine whether or not they say what you want them to at No Charge.
Through our strategic partnership with WEALTH as well as local attorneys we may be able to help you refresh or create your Estate Planning documents.
To find out more - Schedule a Free Review of your estate planning documents with us
Managing your Retirement Needs
The one question we get all the time is: When can I retire?
We will help you to determine WHEN the timing is best for you!
Should I Rollover my 401(k), 457, 403(b) or other retirement accounts?
We use sophisticated financial software to create your personalized Financial Plan and conduct regular reviews
From your initial meeting with us to implementation, we are here to help you succeed with your retirement and financial goals.
Use our Scheduling tool below to find a convenient time to talk.
All consultations are No Charge.
Wealth Management for High Net Worth
If you’re ready to work with an experienced financial professional, let’s sit down and find out how we can help.
We know from decades of experience that our clients feel most comfortable knowing that their financial house is in order.
Are you paying too much in taxes?
Are you familiar with the Widow's Tax?
Is your portfolio aligned with your risk tolerance?
How much income can you safely draw each year from your investment accounts?
Saving for retirement is just the beginning - creating a secure and steady, predictable income stream in retirement is important too.