Our Approach to Wealth Management

Above all else, we will honor our relationship with you. When you work with the Lee Wealth Management Group, you have a team that takes the time to listen and understand your needs, helps clarify your goals, and takes your money and investments seriously.

We will be fully invested in your success. We will help you stay on track to meet your goals through intelligent financial solutions, in-depth analysis of your investments, and regular feedback on your progress.

We will be with you every step of the way. Your needs and goals change over time, and that’s why we will be there to provide ongoing advice – along with the exceptional service you deserve – through the ups and downs of markets and economic cycles.

What you can expect from us

  • Treat you with respect, honesty, and dignity
  • Act as your advisor, putting your interests first
  • Strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk, and your time frame
  • Explain the implications of the strategies we propose
  • Update you by email, mail, video conference, and/or phone
  • Be prompt and prepared for our meetings
  • Meet with you to review your investment planning needs
  • Respect your confidential information

What we can expect from you

  • Trust
  • Complete disclosure
  • Respect
  • Honesty
  • Sincerity
  • Commitment



We expect you to understand that our recommendations are always based on your best interests. As our client, you need to know that all investment advice will be based on the information you provide to us. We expect you to participate enthusiastically in the investment planning process.


Mutual Responsibilities

We believe working together is essential to effective investment planning. To this end, we both need to make your investment strategies a priority. We will agree to:

  • Keep each other informed of any new developments that might affect these strategies
  • Meet to review your investment plan, and be prompt and prepared for those meetings