Lee Investment Management LLC

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295 S Greenfield Rd
Greenfield Center, NY 12833
+1 (518) 580-0088
https://www.leemgt.com

Lee Investment Management LLC is an independent, fee-only financial planning and wealth management firm based in Saratoga Springs, NY, dedicated to providing personalized advice that aligns with clients' life goals and values. The company serves clients nationwide, focusing on strategies that simplify wealth management and investment to deliver tailored financial solutions.

Committing to a fiduciary standard, Lee Investment Management prioritizes clients' interests by offering comprehensive financial planning and ongoing investment management designed to meet individual risk and return objectives. Their mission is to empower clients with the insights and support necessary to achieve financial freedom and navigate the complexities of wealth management.

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