United Asset Management
Lee DeLorenzo, CFP®, CPWA®, AIF® is the Co-Founder of United Asset Strategies, Inc. where they focus on actively managing investments and prioritizing client needs. Additionally, Lee is the President of United Financial Group, Ltd., specializing in insurance solutions for trusts, corporations, and families while always keeping the client's best interests in mind. With a background in wealth management and financial planning, Lee is dedicated to helping clients grow and preserve their assets.
This person is not in the org chart
United Asset Management
UnitedAsset.com is a fee based independent registered investment advisory firm serving families, businesses, pensions and foundations.