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.

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Our Company

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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Our resources section is full of useful links and financial calculators to help you with your financial needs.

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Services

 

Financial Planning

Lee Investment Management provides its clients with strategies and solutions to get them where they want to go. We will help you understand your current financial situation and clarify your goals. We then provide you with a written plan designed to give you the greatest chance to meet your goals.
 

Investment Management

Lee Investment Management offers ongoing investment management of client portfolios. Each portfolio is developed to meet the client's personal financial risk and return objectives in a tax-efficient way. The goal is to create, monitor and maintain a portfolio that produces your desired after-tax rate of return with the lowest possible risk.

Our mission is to help you live your best life through comprehensive financial planning and wealth management services.

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A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key decisions and oversee vital needs for someone else. That doesn’t mean that POAs come with carte-blanche powers or that one power of attorney will mirror another. Explaining how POAs work, this guide shares more fundamentals, detailing some common types of powers of attorney and the responsibilities you may have as an agent of one of these devices.
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning. This blog post advocates for partnering with a financial professional to navigate these challenges, offering tailored guidance on Medicare, long-term care funding, and retirement law changes. By preparing strategically, retirees can confidently set sail into their golden years, free from the turbulence of unforeseen financial burdens.