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Our Company

We are a full service financial firm working with business owners, doctors and individuals.

Our firm handles all aspects of retirement and financial planning including key person and buy-sell arrangements, disability, life insurance, long term care insurance as well as fee based accounts and other financial products.

Our Commitment

Randy Lee,  CFP®, ChFC®  acts as a fiduciary, putting the best interests of the client in the forefront at all times.

When our clients are truly confident in their financial stability, we know we have done our job well.


Since 1998 we have been providing predictable retirement income options.

In addition to managing financial risk  and growing your assets, the experienced principals at Lee Wealth Management aim to provide continued financial education designed to strengthen our working relationship.