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WELCOME TO LEE WEALTH MANAGEMENT

PROUDLY CELEBRATING  MORE THAN 20 YEARS OF SERVICE TO OUR COMMUNITY

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Fee based Financial Planning

Fee based Financial Planning

At Lee Wealth Management, we offer fee based services. Planning providing customized solutions for every client's unique situation and future goals is our objective. 

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Predictable Income Strategies

Predictable Income Strategies

What income will you need in retirement? With our financial planning software we can help you to determine which strategy is best for you.

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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.

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Free Initial Consultation

Free Initial Consultation

In today's uncertain times, it may be more important than ever to consider a move to a new firm.

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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 ffor 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!

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