Personalized, Holistic Financial Planning and Investment Management for Individuals and Families with $5,000,000 or More of Investable assets
Founded in 2019 by 25-year financial services industry veteran Michael Lee, Michael Lee Strategy focuses on offering comfort through clarity to pre-retirees and retirees by delivering a personalized, holistic strategy that marriages comprehensive financial planning and professional investment management.
Currently an IAR of Compass Financial, Michael is a former Corporate Client Group Director and Vice President in the Institutional Middle Markets and Global Wealth Management Group at Morgan Stanley, Michael Lee is a widely recognized voice across the industry, with frequent national television appearances on Fox Business, Fox News, NewsmaxTV, Yahoo! Finance, Cheddar News, and The TD Ameritrade Network. He has also appeared on CNBC, and has been quoted in Bloomberg News and US News & World Report.
Contact
➤ LOCATION
1343 Main Street Ste 300
Sarasota, FL 34236
☎ CONTACT
mtl@michaelleestrategy.com
+1 646 470 6435
“Genius is making complex ideas simple, not making simple ideas complex”
Let's Chat.
Understanding how to plan for the rest of your life — and executing that plan through prudent investment strategy — is challenging and, for many, overwhelming.
Whether you’re retired or planning for your retirement, you have your own unique needs and goals, and that’s where we come in.
Michael Lee Strategy was established to offer you comfort and clarity by delivering a personalized, holistic strategy incorporating financial planning and investment management.
I’ll communicate and simplify the complex concepts, create a customized asset management strategy derived from a comprehensive plan designed to meet your financial needs and achieve your retirement goals.
To schedule a meeting with us, click here or complete the form below. We’ll get back to you within 24 to 48 business hours.