Lee Munson, founder, Portfolio Wealth Advisors
Lee’s reputation as a change agent in the financial investment industry began twenty years ago on Wall Street. From growing into one of Wall Street’s leading traders to working with investment firms such as Charles Schwab, Lee saw a great need for a model that focused on the investor’s needs. He formed Portfolio in 2008 with a simple mission: Serve the investor. Offering frequent analysis on networks such as Fox Business, CNBC, CNN, and Fox News, Lee’s frequently rattles the cages of those preferring a less user-friendly wealth management model. Lee’s book, Rigged Money, Beating Wall Street At Its Own Game underscores his commitment to make wealth investment a less stressful experience.

Portfolio Wealth Advisors

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