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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

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Global and International Funds

Global and International Funds

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