Proudly serving our clients since 2002
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.
We do not have production commitments to any organizations, 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 savings, investment and wealth management solutions for our clients.
It’s a code we stand by: The fiduciary rule is a new regulation, proposed by the Department of Labor, which requires financial advisors and brokers to act in the best interest of people saving for retirement.
SmartVestor Pros are financial advisors who follow Dave Ramsey's teaching and have been vetted by Dave and his team.
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive upheaval, the SECURE Act will require a change in strategy for many Americans. For others, it may reveal new opportunities.
We create strategies tailored to your goals
Without any conflicts of interest we put your needs first
We enjoy building trusted relationships that span generations