Michael Lee Strategy is a Wealth Planning and Investment Management Firm. Our focus is to offer comfort and clarity to pre-retirees and retirees by delivering a personalized, holistic strategy through the marriage of comprehensive financial planning and differentiated professional investment management. 

A former Vice President in the Institutional Middle Markets group at Morgan Stanley, Michael is one of the most sought after experts in the industry. Michael appears regularly on Fox Business, Fox News, Yahoo Finance, Newsmax TV, Cheddar News, i24 News, and The TD Ameritrade Network; he has also appeared on CNBC and has been quoted in Bloomberg News and US News & World Report.

What will set your experience with Michael Lee Strategy apart from the competition?

In an industry wrought with noise and needless complexity, Michael is distinctly skilled at simplifying and communicating complex concepts to novices and experts alike, helping clients fully understand what’s required to achieve their unique financial goals.

Michael Lee Strategy

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Michael Lee Strategy

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