"Services are custom tailored"
At Lee Wealth Management Group LLC, our services are custom tailored to you and your family's unique set of values, goals, and objectives. By first listening to what is most important to you, our dedicated team of professionals is then able to draw on their combined 30+ years of experience to deliver high-impact results that help pursue your goals. We believe integration, transparency, and clear communication are critical. Our sophisticated data aggregation system ensures that you always know the big picture, and how your diverse financial strategies complement one another.
Comprehensive Fee Only Financial Plans
Estate Planning & Trusts *
* LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL FinancialAlternative Investments: Private Equity, Private Debt, Hedge Funds, Oil/Gas Direct Participation Programs, Managed FuturesSecure
Document Storage
Investment Strategies
Real Estate (REITs, limited partnerships)
Access to consolidated reporting and account aggregation
( Learn More )Risk Management
Retirement Planning