Private wealth management delivered personally — by a team of skilled advisors with 50+ years of fiduciary experience.
Every approach we use is deliberately chosen because it requires the personal attention and expertise that only a firm of our size can deliver.
We actively monitor each client's holdings to realize losses deliberately and reinvest to maintain exposure — a process that requires individual attention no automated platform can replicate.
We select bonds matched to your state residency, maturity, and credit quality — avoiding the inefficiencies and hidden costs of pooled bond funds.
We invest in high-quality preferreds and niche securities that large firms ignore — because they can't accumulate meaningful positions at scale. We can.
We focus on small- and mid-cap companies trading below intrinsic value — areas with less analyst coverage and greater pricing inefficiency that reward patient, disciplined investors.
A substantial portion of total return comes from dividends and interest — not market timing. We build portfolios designed to compound steadily through all market environments.
Charitable planning is coordinated with your tax and investment strategy — using appreciated assets and optimized timing to maximize impact without sacrificing returns.
Your investments are guarded at every level — from the advisor managing your money to the institutions holding it.
Lee holds the globally recognized CFA® credential — the gold standard in investment management. With 44 years of experience, he is one of the few senior CFAs who works directly and personally with every client.
American Wealth Management provides advisory back-up services, regulatory oversight, and supervision — a local association managing over $300 million in assets, ensuring an additional layer of accountability.
Raymond James provides independent, third-party account statements and market valuations. Your assets are held in SIPC-insured accounts in your name — completely separate from the advisory firm.
No obligation. We meet whenever and wherever works for you — in person, by phone, or virtually.
We believe exceptional wealth management starts with knowing you — your goals, your family, and the legacy you want to leave.
Direct access to your CFA — not a representative. Lee knows your portfolio and your life on a personal level.
Fiduciary standard — we are legally obligated to act in your best interest at all times. No commissions. No product incentives. No conflicts of interest. Your wealth, managed purely for your benefit.
Veteran benefits expertise — we help ensure eligible clients receive every dollar of benefits they've earned.
Trusted professional network — attorneys, CPAs, and specialists freely available to you through our relationships.
After 4 long years of persistence, Lee and attorney Jim Swain's continued advocacy with the VA finally paid off for a 91-year-old veteran who deserved every dollar.
An 87-year-old client wanted to borrow against his home to invest. Lee's counsel: patience over action, protecting his life savings from an unnecessary move.
A widowed client had never purchased a car on her own. Lee equipped her with the tools and tactics to negotiate — and she drove home with a great deal on her own.
A widower with no will, an incorrectly set-up trust, and unrecognized VA benefits. Lee arranged legal counsel, personally chauffeured him to the attorney's office, and secured $1,500/month tax-free he didn't know he was owed.
A fellow Rotarian's assets were at serious risk from advancing dementia. Lee personally carried him to an attorney's office to establish a protective trust just before he was declared incompetent.
When market panic drove down a county-backed hospital bond, Lee bought confidently. Within months the bonds surged — delivering 13.75% total return in a single year on a guaranteed investment.