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Our Services

At Lee Wealth Management, we are independent and have access to a multitude of top rated companies. We can help with:


  • Managed Investment Accounts
  • Brokerage Accounts
  • IRA Transfers and Rollovers from Employer and Government Plans
  • Alternative Investments
  • Variable Annuities

Retirement Planning and Income Allocation

  • For Individuals
  • For business owners ready to sell a business
  • For Medical and Veterinary Practices 
  • Fixed Annuities
  • Indexed Annuities

Insurance Services

  • Disability Income Insurance
  • Buy-Sell Agreements
  • Life Insurance
  • Key Person Insurance
  • Long Term Care Insurance