Levalley Wealth Management

About US We offer all-encompassing services for our clients. We strive for high-level customer satisfaction. When our clients are truly confident in their financial stability, we have done our job. From growing your wealth to planning for your family’s future, we are here to help you through all stages of life. Whether you are a veteran of success or are just starting to manage your portfolio, we can help you pursue your goals.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Lee Grossman has been advising seniors for the past 18 years. Since 1992 he has taught retirement seminars in the Lincoln area. In the past, local corporations have asked Lee to offer retirement education to their employees. Lee has developed a specialty in working with retirees and those about to retire who want to preserve their principal and help ensure that their money lasts. His practice focuses on helping pre-retirees avoid common financial mistakes.