We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. At Lee Wealth Management, we will help you identify your goals and make sound decisions to pursue them.

If you cannot make it into the office, do not worry! Many of our planning sessions can be handled online or over the phone. We can also set you up with access to our financial tools, which helps keep you engaged and excited about the journey!

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we do not have a product or service, we know a group that does.


Our Mission Statement

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.