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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

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Succeeding at Business Succession

Succeeding at Business Succession

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

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.