Schrette & Lee Wealth Management - Coeur d' Alene, ID

Offices in Coeur d' Alene and Lewiston, Idaho

Proudly serving our clients since 2002

Schrette & Lee Wealth Management BBB Business Review    

  • Home
  • About Us 
    • Company Overview
  • Team
  • Working With Us 
    • Our Services
    • Becoming A Client
    • Brokerage Sales Versus Investment Advice
    • Managing Your Money
  • Resource 
    • FAQ
    • Whitepapers
    • Retirement
    • Estate
    • Investment
    • Insurance
    • Tax
    • Money
    • Glossary
    • Tax Resources
  • Account Access
  • Contact

Account Access

For assets held at Pershing please click: 


For Envestnet accounts please click:

 


For assets held at Fidelity Investments please click:



 For assets held at Schwab Alliance please click:

 

Contact

Schrette & Lee Wealth Management

Office: 208-664-6952

Office: 208-743-1943

Fax: 208-743-1097

pschrette@schretteandlee.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Latest Articles
  • All Videos
  • All Calculators

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Form CRS and Other Disclosures

Securities and Advisory services are offered through Madison Avenue Securities LLC. (MAS) a Registered Investment Advisor, Member FINRA/SIPC. MAS and Schrette & Lee Wealth Management are not affiliated companies. Paul Schrette is licensed to solicit and sell securities in the state of CO, ID, OR, & WA. Paul Schrette offers advisory services in the state of AZ, CA, CO, ID, MN, OR, HI, NM, SD, UT, & WA. Joseph Lee is licensed to solicit and sell securities in the state of CA, ID, MN, MT, OR, UT, VA, TX & WA. Joseph Lee offers advisory services in the state of ID & WA