We are dedicated to providing investment management and strategic wealth planning that is right for you
Our mission is to take the complexity out of wealth management and provide straightforward advice to guide you towards your goals. Whether you’re a first-time investor or getting ready to retire, we’re here to offer insights, education, and support tailored to meet your needs now and in the future.
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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