We can help you pursue your dreams with Strong Gaddy Lee Wealth Management Group. This is why our wealth management services go beyond just investment guidance; our services equate operating as your own personal Chief Financial Officer (CFO). We have a specialized team that will partner with you to fit together the pieces of your financial life and help with your wealth and risk management needs. We can also coordinate lending and trust services through our various strategic partners. No matter what your dream, we have the tools and expertise to help you.
Our mission is to help clients diversify and manage their assets utilizing a financial planning approach in order for them to achieve their financial goals, generate returns commensurate with their risk tolerance, and provide a legacy to pass to their heirs. We strive to build long-term relationships based on trust, mutual respect and the highest level of service possible.