LEE WEALTH MANAGEMENT

At Lee Wealth Management we are a team of financial advisors specializing in investment, retirement, and financial planning in the Cedar Falls, IA and Waterloo, IA area... We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. At Lee Wealth Management, we will help you identify your goals and make sound decisions to pursue them... As an investor you have unique values, goals, priorities, and concerns. At Lee Wealth Management, we make it a point to understand each individual investor. Our first step is understanding what you value most so that we can match your values and situation effectively. After putting your personalized financial plan into action, we continue to monitor its performance, while at the same time remaining flexible as your overall plan and life circumstances inevitably change.

Primary location: Waterloo United States