With over 30 years of experience, the Lee Wealth Management Group understands that meaningful relationships and client trust are as important as building wealth.
Our team advises established entrepreneurs, professionals, and families to build and reach financial goals and plan for retirement. We involve and educate the entire family and look after every aspect of their wealth while creating strategic plans aligned with their values and vision.
Wellington-Altus Private Wealth advisors are entrepreneurs who value an independent approach to investing and wealth management. It’s an approach that puts clients first.