Lee Wealth Management | Saratoga Springs, NY

Lee Wealth Management brings 25 years of trusted financial expertise to Saratoga Springs, NY, offering comprehensive financial planning and investment services tailored to your unique goals. As experienced financial advisors, we specialize in creating customized strategies for retirement planning, tax optimization, and wealth preservation. Our investment services encompass a diverse range of options including common stocks, bonds, treasury bills, government securities, and treasury notes. We provide expert guidance on various retirement accounts such as Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, and Educational IRA, along with brokerage accounts and variable annuities.