At Schrette & Lee Wealth Management, our aim is to help investors achieve financial goals with the greatest comfort and likelihood of success. There are several paths you can take to reach a financial destination. We help you choose the investment path that will be most comfortable and satisfying to you.
We spend a lot of time getting to know you and your reasons for investing, your attitudes toward money, the results you expect, and your comfort level with different types of investments. We want to know not only what you need from your investments right now, but also what you are likely to require in the future.
Once we understand what is most important to you, and the direction you are headed, we identify a clear and simple course of action. Whether you are an experienced investor or seeking advice for the first time, we will help you find and implement the right investment solution to keep you on the right track at a risk level tailored to fit you.
You will find that one of the most significant contributions we bring to your success is the ongoing assessment and interpretation of your needs, goals, resources and choices. As your financial needs and plans for the future evolve, so will your portfolio.
We pride ourselves on being accessible to our clients. We know how frustrating it is to get caught in an automated phone system. That is why we answer the phone and have a team of people ready to help when you call.
As a client, you will be supported by an experienced, talented and responsive client services department.
We will strive to seek the most appropriate routes to achieve your goals, and less expensive ways to obtain the same quality results. In the meantime, we make it easy to follow the success of your investments with regular meetings, quarterly program updates and easy-to-read reports.