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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 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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