Lee Wealth Management of Waterloo

Lee Wealth Management of Waterloo is a financial planner in Waterloo, IA. The firm specializes in retirement income planning, IRA and 401(k) rollovers, Social Security strategies, and investment management. Serving individuals and couples, the firm focuses on those who are five to ten years from retirement or already retired and are seeking predictable income and tax-efficient strategies.

The firm is led by principal adviser Randy Lee, a CFP® and ChFC® with nearly 30 years of experience in the financial services industry. As a local fiduciary firm, Lee Wealth Management provides personalized guidance rather than one-size-fits-all solutions. Their services include estate planning reviews, where they can scan current documents to determine if they meet current needs, and strategic partnerships to assist with refreshing or creating estate planning documents. The firm utilizes sophisticated financial software to develop personalized financial plans and conduct regular reviews to help clients manage retirement needs and high-net-worth portfolios.

The office is located on Midway Dr, situated about 0.1 miles from Midway Mall and 0.2 miles from University Avenue. It is also a short drive from Valley High Drive Park and near Greenhill Road.

Lee Wealth Management of Waterloo is known for its commitment to fiduciary duty and its ability to explain complicated financial matters in a simple, understandable way. The firm's reputation is built on decades of experience and a dedication to helping clients achieve clarity and confidence regarding their financial goals.

With nearly three decades of expertise, Lee Wealth Management of Waterloo provides the specialized planning necessary for a secure retirement in Waterloo.