Lee Wealth Management

Lee Wealth Management

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Lee Wealth Management is committed to maintaining the highest standards of integrity and professionalism in our relationship with you while providing excellent client service and guidance to help you pursue your financial and life goals. Lee Wealth Management provides the following investment products and services:

Advisory and Brokerage Services
Business Retirement Plans
College and Retirement P

05/13/2022

Happy Friday everyone! Quick message for you all. Don't let sensationalism impact your long term plan! From 99-22 we've seen the following (I might be missing a few).

Y2k, Tech bubble bursts, Sept 11, Dot-com bubble, War on terror, Boxing day tsunami, Katrina, Sub-prime blow up, Global financial crisis, GFC market down -56%, Flash crash, BP oil spill, S&P downgrades U.S debt, 2nd Greek bailout, Taper tantrum, Ebola, Russia annexes Crimea, Global deflation scare, Brexit, U.S election, North Korea tensions, Trade war, Inflation scare, Global slowdown, Covid-19, Inflation, Interest rate hikes

The point is, there is always something making people uneasy. We're not dismissing risk, but we think this serves as a reminder that as those risks passed, the markets tend to right themselves.

12/31/2021
12/29/2021

We will be closing early on December 30th at noon and all day on December 31st in observance of the holiday.

12/22/2021

We will be closing early on Thursday, December 23rd at noon and closed all day Friday December 24th in observance for the holiday.

What's trending? Happiness. — Herbers & Company 12/08/2021

According to this survey, one of the benefits of working with a financial advisor is *drum roll...*

HAPPINESS!

Of the 1,000 consumers polled, those working with a financial advisor are 3x happier than those who go it alone.

To quote the great Bobby McFerrin (not Bob Marley)

In every life we have some trouble, but when you worry you make it double, don't worry, be happy!

Happy Wednesday everyone

What's trending? Happiness. — Herbers & Company Our inaugural 2021 Consumer Financial Behaviors Study reveals that people who’ve hired a financial advisor are 3x happier than those who don’t.

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Address


3404 Midway Drive
Waterloo, IA
50701

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm