Lee Wealth Management

Lee Wealth Management is a wealth management firm in Lively, FL, located at 1662 US-1 Suite A. It holds a rating of 5.00 based on customer reviews. The firm helps Jupiter area individuals and couples prepare for retirement with clarity and confidence. Principal adviser Randy Lee brings nearly 30 years of experience in the financial services industry. He is a CFP® Professional and ChFC® who specializes in retirement income planning, IRA and 401(k) rollovers, Social Security strategies, and investment management. Lee is a second-generation Florida native who lives in Tequesta with his wife, Holly, and their rescue dog, Peanut. The office is located on US Hwy 1, right on the line of Jupiter and Tequesta. Lee is a member of NAIFA and SOFA. He is passionate about helping others map out strategies that align with their objectives and goals. He hosts free educational financial workshops to give back to the community. As a local fiduciary firm, Lee Wealth Management provides personalized guidance rather than one-size-fits-all solutions. They work with people who are five to ten years from retirement or already retired. The firm helps clients achieve predictable income and tax-efficient strategies through a clear retirement plan. Trust and estate planning services are available to help clients refresh or create estate planning documents. The firm can scan current documents to determine if they meet client needs at no charge. Strategic partnerships with WEALTH and local attorneys assist in document creation. A free review of estate planning documents is available. The firm uses sophisticated financial software to create personalized financial plans and conducts regular reviews. Managing retirement needs includes determining the best timing for retirement and handling rollovers of 401(k), 457, and 403(b) accounts. All consultations are at no charge. The firm also offers wealth management for high net worth individuals, addressing tax concerns and portfolio alignment with risk tolerance. Holly Lee manages scheduling and the office. She is licensed in Florida for life, health, and variable insurance and holds a real estate agent license. The team includes Darryl Ronconi as COO and Dean Zayed as CEO of Brookstone Capital Management, Mark Diorio as Chief Investment Officer, and Matt Lovett as Chief Compliance Officer.

BizScoreAI assigns Lee Wealth Management a Technical score of 86 out of 100, ensuring the website is secure and indexable so search engines can read it without errors. The firm also holds a Discoverability score of 75 out of 100, which confirms that AI crawlers are permitted to find every page, enabling AI assistants to recommend the business.