WELCOME TO LEE WEALTH MANAGEMENT
PROUDLY CELEBRATING MORE THAN 25 YEARS OF SERVICE TO OUR COMMUNITY
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.

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)

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!
Click below to get in touch

Are you Prepared for the Upcoming Tax Changes?
We would love to help you!
Tax changes take effect in less than 36 months...
Click below and we will be in touch

New to the Area?
Looking for a New Financial Advisor?
Click below to get in touch

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
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!