Home
Who We Are
What We Do
- Financial Planning
- Investment Management
What To Expect
Resources
Schedule A Meeting

Contact

Mailing Address

63 Putnam St.,

Suite 200

Saratoga Springs, NY 12866

Mon-Sun: 8:00 AM - 5:00 PM

Have A Question?

Name

Email Address

Message

Thank you! Oops!

Contact

Office: 518-580-0088

63 Putnam Street

Suite 200

Saratoga Springs, NY 12866

jameslee@leemgt.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Concurrent Investment Advisors, LLC and d/b/a Lee Wealth Management are not affiliated companies.

Disclosures | Form CRS