Broker Check

WELCOME TO LEE WEALTH MANAGEMENT

PROUDLY CELEBRATING  MORE THAN 20 YEARS OF SERVICE TO OUR COMMUNITY

Learn more
Fee based Financial Planning

We offer Fee Based Planning Services.

Providing customized solutions for every client's unique situation and future goals is our objective. 

Contact us to schedule
Predictable Income Strategies

Do you have a financial Road Map?

With our financial planning software, we can help you to determine which strategy may be best for you.

Email or Call Today
Life and Long Term Care
Insurance Services

Insurance Services

We offer Life insurance options to fund Buy-Sell Agreements and Key Person Agreements, including Premium Finance options as well as Long Term Care and Disability.

Contact us
Free Initial Consultation

Would you like to work with a CFP® Professional?

Charles R (Randy) Lee is a CFP® Professional

He is also a ChFC® (Chartered Financial Consultant)

Schedule Today
Why should you work with us?

Why should you work with us?

We are an independent full service firm that has put our clients and their goals first for more than 20 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 are returned promptly

Our Loyal Clients 

Our Loyal Clients 

We have built our business on introductions and referrals from other satisfied clients

Business owners considering the sale of their business

Those preparing for retirement or already in retirement

Recently widowed or divorced

Seeking dependable strategies for guaranteed income in retirement


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


We welcome the opportunity to meet with you!

Have a Question?

Thank you! Oops!