Personalized, Holistic Financial Planning and Investment Management

Founded in 2019 by 20-year financial services industry veteran Michael Lee, Michael Lee Strategy focuses on offering comfort through clarity to pre-retirees and retirees by delivering a personalized, holistic strategy that marriages comprehensive financial planning and professional investment management.

Understanding how to plan for the rest of your life — and executing that plan through prudent investment strategy — is challenging and, for many, overwhelming.

Whether you’re retired or planning for your retirement, you have your own unique needs and goals, and that’s where we come in.

Michael Lee Strategy was established to offer you comfort and clarity by delivering a personalized, holistic strategy incorporating financial planning and investment management.

We’ll communicate and simplify the complex concepts, create a customized asset management strategy derived from a comprehensive plan designed to meet your financial needs and achieve your retirement goals.

To schedule a meeting with us, complete the form below.