Dakota
Dakota
Book a Demo
Talk to an Expert

Lee Wealth Management

EST. AUM
$90,508,190

CONTACTS
1

CLIENT ACCOUNTS
301

Firm Details

Metro area Albany
CRD Number 120535
Website leemgt.com
Client types

Overview

Lee Wealth Management is an independent, fee-only, fiduciary financial planning and wealth management firm serving clients nationwide from its base in Saratoga Springs, NY. The firm is dedicated to providing personalized advice and strategic planning to help clients achieve their life goals. It focuses on taking the complexity out of wealth management by offering straightforward, customized solutions across financial planning and ongoing investment management for both individuals and high-net-worth individuals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy