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During these trying times - WE ARE HERE FOR YOU

To Our Valued Clients;

 With the continued increasing news and concern with the COVID-19 coronavirus, oil price wars between Russia and Saudi Arabia, and the challenges it is imposing on the overall stock market, we wanted to reach out to our clients and friends.

 During these coming weeks and months, we want you to know that your wellness, safety and of course financial health are on the forefront of our minds. Please be assured we take the management of your hard earned retirement savings and investments very seriously and understand these can be scary times for many people.

 Though it can be difficult to focus on the long-term at times like these, we believe from the resources we have been talking and listening to that this is one of those situations, like ones in the past, where eventually we will look back and see this as minor setback in an overall long-term investing strategy. We understand that envisioning that point in the future is not easy right now. It was hard to see anything positive about 2008 and 2009 when we were in the middle of the last crisis and very few could envision the emergence of a positive market coming out of that period. But it did, just like it has done following many other market disruptions. 

 We don’t know and quite frankly nobody knows exactly when this market will find a bottom and reverse course. There is a lot going on right now as you know. But, our confidence in the long-term fundamentals and prospects for the US economy and corporate America remain strong. This is not a financial crisis like the one in 2008. We have strong beliefs we will get through this and the long term outcome will be positive. We continue to believe patience will be rewarded.

 At the outset of our relationship, and through the years, we have always tried our best to design an investment portfolio that was suitable and tolerable to your risk level. It’s very possible you might be second-guessing how strong your stomach is to handle what is going on right now. We understand that. If we haven’t personally spoken to you and you would like to discuss your individual situation, please reach out to us. We don’t have our head in the sand trying to pretend what is going on is not happening.

 We are happy to visit with you and address your individual concerns, if any. You are our clients and friends and we are available by phone or for personal one-on-one appointments. Please stay safe and healthy.


 Paul D Schrette, President

Joseph V Lee, Vice President

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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.

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Independent Advisors

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.

Fiduciary Rule

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.

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SmartVestor Pros are financial advisors who follow Dave Ramsey's teaching and have been vetted by Dave and his team.

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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.

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The New Secure Act

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.

  • Limits on Stretch IRAs
  • IRA Contributions and Distributions
  • Multiple Employer Retirement Plans for Small Business
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