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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

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

The History of Retirement

The History of Retirement

Do you know where the idea of “retirement” comes from?

Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.