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Welcome to Schrette & Lee

We’re Transforming 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

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Helpful Content

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Healthy Body, Healthy Pocketbook

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

 

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Sit, Stay, Rollover: A Guide to IRA Rollovers

If you have a 401(k) with a former employer, you may want to consider an IRA rollover.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Fed and How It Got That Way

A quick history of the Federal Reserve and overview of what it does.

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