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.
