Lee Investment Management

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Lee Investment Management is an independent, fee-only, financial planning and wealth management firm dedicated to providing personalized advice to help clients achieve their life goals using values that are important to them.  We are located in Saratoga Springs, NY and serve clients nationwide, including the greater Capital District of Albany, Schenectady, Clifton Park and Glens Falls.

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The content of this website is provided for informational purposes only, and does not constitute a recommendation, advice or an offer to sell any product or service. It is not a complete description of Lee Investment Management's investment advisory and financial planning services or performance. Information on this website should not imply that past results are an indication of future performance. There are no warranties, expressed or implied, as to the timeliness, accuracy, or completeness of the information posted on this site. Information and opinions are current up to the date of publication and are subject to change without notice. These overviews are not a substitute for professional tax or legal advice. The content of this web site is owned by Lee Investment Management and is protected by intellectual property rights. This website may contain links to websites not maintained by Lee Investment Management. Lee Investment Management is not responsible for the contents of any linked site or any link contained in a linked site, nor does inclusion of a link in this website imply recommendation, approval or endorsement of the site by Lee Investment Management.

The content of this website is provided for informational purposes only, and does not constitute a recommendation, advice or an offer to sell any product or service. It is not a complete description of Lee Investment Management's investment advisory and financial planning services or performance.

Information on this website should not imply that past results are an indication of future performance.

There are no warranties, expressed or implied, as to the timeliness, accuracy, or completeness of the information posted on this site. Information and opinions are current up to the date of publication and are subject to change without notice. These overviews are not a substitute for professional tax or legal advice.

The content of this web site is owned by Lee Investment Management and is protected by intellectual property rights.

This website may contain links to websites not maintained by Lee Investment Management. Lee Investment Management is not responsible for the contents of any linked site or any link contained in a linked site, nor does inclusion of a link in this website imply recommendation, approval or endorsement of the site by Lee Investment Management.

Copyright © 2019 Lee Investment Management. All rights reserved.