Years in Business: 24
Why Invest With Lee & The Team?
Comprehensive Wealth Management is what we do!
Lee has been involved in wealth management since the age of 15, after he and his 12-year-old brother inherited their father's estate. At a young age, Lee was left with the primary responsibility of managing the family wealth, and didn’t know where to turn for help.
As a result of his own experiences, Lee decided to pursue a career in wealth management. One of his primary motivations is to help his clients avoid the difficult and costly lessons that he experienced as a youth. This has resulted in an investment discipline for his clients that prioritizes capital preservation and growth that is achieved without taking on any unnecessary risk. Lee's passion to provide his clients with a trusted, friendly and knowledgeable service continues to drive him to this day.