561-747-0455 or 888-747-0455

Lee Wealth Solutions (LWS) is headquartered in Jupiter since 2006 and serves clients throughout the states of Florida, North Carolina,  Arizona, Vermont, Minnesota and California. 

Our Corporate clients come to us for our experience in: Retirement Planning, including Company 401(k) , SEPs and  Asset Protection strategies and Minimization of Taxes. 

Our Individual clients, many of whom are women, usually become clients due to the recent passing of a spouse, parent or other loved one. The confusion of dealing with their estate planning and how to get started with the long, often painful process, is what prompts them to contact us.

You will find friendly, ongoing two-way communications to be the cornerstone of our practice. Calls and concerns are always addressed in a timely manner.