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Becoming a Client

Selecting an investment advisor can be a daunting task, especially in today’s environment. With investment scandals surfacing all over the country, it is as important as ever to make sure the advisor you hire has only your best interests at heart. We have assembled this list of questions you should ask us or any other broker or advisory firm you are considering doing business with.

Getting started is easy with Schrette & Lee Wealth Management.

The first step in becoming a Schrette & Lee Wealth Management client is to meet with one of the owners of the firm. This consultation is free and you are under no-obligation. The meeting can be either at our office, by telephone, through some form of electronic meeting via Skype or Face Time or in certain circumstances at your home. We will review your current financial picture, define your goals, answer your questions and provide you with choices. 

Choosing to work with us is a two-way street: we want to make sure we can perform the right job for you just as much as you want to make sure hiring Schrette & Lee Wealth Management satisfies your needs. We find that clients who benefit most from our services have current assets in IRA’s, retirement plans, brokerage accounts, annuities or CD’s. We are comfortable working with clients that are already retired or those that are planning their retirement. 

If you are new to investing and have not accumulated any investable assets at this time, we hope you will take advantage of the free educational resources we offer on our site to help you on your way.

 To request a complimentary consultation with Schrette & Lee Wealth Management,  Click Here or call us at 1.888.743.1943. We look forward to speaking with you.