Our Services

Lee Wealth Management offers many different services, such as:

  • investment management* 
  • tax planning* 
  • estate planning* 
  • portfolio management* 
  • insurance products

Our advisors can help you pursue your long-term financial goals using their knowledge and experience to set up a personalized financial plan that can work toward your financial goals. These plans include not only investments but also savings, budget, insurance, and tax planning strategies.

Together, we will cover many topics, including the amount of money to save, the types of accounts, the kinds of insurance options (including long-term care, term life, and disability), along with estate and tax planning. Our advisors are also educators. Part of our goal is to help you understand what is involved in pursuing  your future goals. The first topics we discuss are budgeting and saving. As you advance in your knowledge, we will assist you in understanding complex investment, insurance, and tax matters. 

Step one in our process is understanding your financial health. You can't properly plan for the future without knowing where you stand today. Typically, you will be asked to complete a detailed written questionnaire. Your answers help us understand your situation and to help plan so nothing important is overlooked. Once we understand your present financial position and future projections, we're ready to work together on a plan to stive to meet your life and financial goals. We also check in with you on a regular basis to re-evaluate your current situation and future goals so that we can plan accordingly. 

*Services through LPL Financial, a registered investment advisor