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Lewiston & Coeur d' Alene  -  Idaho  888-743-1943

Making the Complex Understandable Dave Ramsey's SmartVestor Pro Social Security: What You Don’t Know CAN Hurt You How To Maximize Your Retirement Readiness



Welcome to

Schrette & Lee Wealth Management

Whatever your financial goals, no matter how big your dreams, you deserve an investment strategy that is meant for you and your lifestyle.

It's our job to find it.

In today's ever changing and complex world economy, we believe that “right now” is the “right time” for you to be working with an independent financial advisor, and finding one that is committed to putting your needs ahead of their own is critical.

That’s what we do.

Perhaps more importantly, at Schrette & Lee Wealth Management we have no production commitments to any organization, no proprietary products we are required to offer and no preferred product partners we are trying to keep happy, thereby allowing us to remain independent and flexible in our choice of wealth management solutions for our clients.

It’s a very different approach from some other firms.

Interested in learning more about us? Click Here!

Helpful Content

From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Lots of Variables with Fixed-Rate Mortgages

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

What Is a Stretch IRA?

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.