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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


Helpful Content

Money Draining Food Myths

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.


Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What Is My Current Net Worth?

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

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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