Lee Wealth Management Group LLC is a Fort Worth-based financial advisory firm that offers custom-tailored services to individuals and families, aligning with their unique values, goals, and objectives. With a dedicated team of professionals boasting 30 years of combined experience, the firm emphasizes integration, transparency, and clear communication to deliver high-impact results. Their comprehensive fee-only financial plans cover estate planning, trusts, alternative investments, investment strategies, risk management, and retirement planning.
Lee Wealth Management Group LLC ensures that clients have access to consolidated reporting and account aggregation, providing a holistic view of their diverse financial strategies. The firm also offers secure document storage and access to a range of investment options, including real estate investment trusts (REITs), limited partnerships, private equity, private debt, hedge funds, oil and gas direct participation programs, and managed futures. Committed to excellence and equality, Lee Wealth Management Group LLC strives to help clients pursue their financial goals with utmost professionalism and expertise.
Generated from the website