"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 accomplish your goals. We believe integration, transparency and clear communication is critical. Our sophisticated data aggregation system ensures that you always know the big picture, and how your diverse financial strategies compliment one another. 


  • Comprehensive Fee Only Financial Plans
  • Estate Planning & Trusts
  • Alternative Investments: Private Equity, Private Debt, Hedge Funds, Oil/Gas Direct Participation Programs, Managed FuturesSecure Document Storage
  • Investment Strategies
  • Private Real Estate
  • Access to consolidated reporting and account aggregation
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  • Risk Management
  • Retirement Planning