Dave Lee - Wealth Advisor

About

If you're an investor who wants choice, flexibility and rigorous risk management, you've come to the right place. Dave takes the time to consider all the factors that make your financial situation unique, and he personalizes your investment portfolio, tax strategy, retirement plan and estate plan so that they all work together. And, if you're retired or approaching retirement, you'll benefit from Dave's expertise in making all the right decisions that need to be made in this stage of life. Come and experience the professional excellence and service provided by Dave and his team.