Lee Wealth Management

Lee Wealth Management is a wealth management firm in Lively, FL, specializing in retirement planning, estate planning, and investment management for individuals and couples in the Jupiter area. With nearly 30 years of experience, the firm’s principal adviser, Randy Lee, is a CFP® and ChFC®, offering personalized guidance tailored to clients who are five to ten years from retirement or already retired. Services include retirement income planning, IRA and 401(k) rollovers, Social Security strategy, tax-efficient planning, and portfolio management. The firm also provides free reviews of existing estate planning documents and collaborates with local attorneys to help clients update or create new estate plans. All consultations are no charge, and the firm uses sophisticated financial software to build customized financial plans. Rated 5.00, Lee Wealth Management is known for clarity, confidence, and fiduciary commitment.

The firm is led by founder Randy Lee, a second-generation Florida native and certified financial planning professional with deep roots in the community. He is committed to simplifying complex financial topics and has hosted free educational workshops to empower clients. Holly Lee serves as office manager, overseeing scheduling and operations, and holds licenses in life, health, and variable insurance, as well as a real estate license. The firm operates as a local fiduciary, ensuring that every client receives individualized, transparent advice without one-size-fits-all solutions. Strategic partnerships with legal and financial firms enhance their ability to deliver comprehensive planning services.

Located on US-1, Lee Wealth Management sits on the boundary between Jupiter and Tequesta, positioned along one of the region’s primary thoroughfares. The office is situated directly on the highway, serving clients across the coastal communities of Palm Beach County with easy access from nearby residential and commercial corridors.

Lee Wealth Management is recognized for its strong reputation, built on decades of client-focused service and a commitment to fiduciary standards. The firm’s well-structured online presence, detailed website content, and consistently documented information reflect a high level of professionalism and transparency. Clients trust the firm to deliver clear, reliable strategies for retirement and estate security.

As a trusted financial partner in Lively and the surrounding area, Lee Wealth Management stands out for turning complex financial goals into clear, actionable plans, making long-term security a reality for Florida residents.