Broker Check

Company Overview

While our individual experience in the investment world goes well beyond our years as a firm, Schrette & Lee Wealth Management, was founded by friends, golfing buddies and investment professionals Paul D. Schrette and Joseph V. Lee in June of 2002.

We created the firm with one specific purpose, to give investors in north Idaho and eastern Washington, and select clients nationwide, the ability to access a diverse offering of products, services and investment strategies.

We recognized technology was changing the investment landscape and foresaw a future where individual investors and their families would soon be able to access a diverse offering of investment strategies from institutional-caliber money management firms offering various investment strategies (commonly known as Managed Accounts). We wanted to be a part of bringing this type of money management to our area and our clients. In retrospect, our timing could not have been better.  

Today at Schrette & Lee Wealth Management, through just one of the state of the art technology platforms we have available to us, we have unbiased access to nearly 7000 financial products, including a variety of asset management firms and strategist – many of which are pioneers in the industry. Wonder how we sort through all that data and select what we believe is the most appropriate money management firm or strategy for you? Ask us. We would be happy to show you how we do it. Just Click here to make an appointment.

If you choose to select us as your investment advisor, for all your investable assets or even part of them, we will take the time to understand your financial goals and your emotions around money. We will help you stay on track by finding and implementing an investment solution tailored specifically to fit you and your risk tolerance.

We will educate you, we will help you, and we never apply any pressure. We are not here to sell performance or promise miracles. We teach our clients only what we ourselves believe.

From the beginning, Schrette & Lee Wealth Management has been owned by the people who work here and our families, so this approach to doing business makes a world of difference not only to our clients, but to each of us in how we feel about focusing our time and energy on the work we do.

For more information about working with Schrette & Lee Wealth Management, call us at 1.888.743.1943, or Click here to request a free consultation with one of us.