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Ready to Retire Now? Fee Based Planning Services How can you protect what you've worked hard for?

WELCOME TO LEE WEALTH MANAGEMENT

PROUDLY CELEBRATING  MORE THAN 20 YEARS OF SERVICE TO OUR COMMUNITY

Call 561-747-0455 Today
Free Initial Consultation

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)

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Predictable Income Strategies

Do you want to know when you may be able to retire?

With our financial planning software, we can help you to figure out the best timing

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Fee based Financial Planning

Retirement Plans for Small Businesses and Corporations

401(k) / Profit Sharing Plans 

Providing customized plan designs for every type of business 


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Life and Long Term Care
Insurance Services

Would You Like Us to Take a Look at Your Investment Portfolio?


Call us today 



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Why Call Us?

Why Call 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 speak with you!

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