Wagener Lee

Wagener-Lee is a trusted financial advisory firm dedicated to simplifying your life and helping you achieve your financial goals. Our team of experienced professionals functions as your financial partner, invested in your success and committed to providing thoughtful and personalized financial solutions tailored to your needs, dreams, and values. As a Fiduciary, we put your interests first, ensuring that our recommendations cater to your unique situation and aspirations.

Our Services

At Wagener-Lee, we offer a comprehensive suite of services designed to cover every age and stage of your financial life. Our expertise caters to individuals, families, and executives, providing coordinated and customized plans that optimize investments, minimize tax burdens, and plan for unexpected events such as job loss, divorce, or disability.

*Retirement Done Right*

Secure your future, whether you're at the start of your career, approaching retirement, or already retired. We help Millennials fund Roth IRAs and 401(k) plans and guide Boomers through buyouts, Social Security, and pensions, ensuring that you can relax and enjoy a worry-free retirement.

*Solo Decision Makers*

Navigating financial decisions after divorce, widowhood, separation, or as a single individual can be challenging. Our dedicated team will help you choose the best options for your retirement savings and investment portfolios, providing the support you need during times of change.

*C-Suite Benefits & Strategies*

Wagener-Lee assists corporate executives in mastering the complexities of their benefit plans, including asset diversification, risk management, and taxes. With our coordinated approach, you can focus on your career while we manage the ins and outs of your financial life.

*Your Business, Our Expertise*

As a business owner, you deserve a well-thought-out plan that covers taxes, retirement, and succession planning. We offer expertise in handling the unique financial needs of small businesses, allowing you to focus on growing your company with the confidence that your wealth is in good hands.

*Investment Portfolios*

Our tailored investment strategies consider your individual risk tolerance and desire for growth. From established companies like Apple and Walmart to fixed-income investments that offer safe havens from stock market volatility, we make your money work for you according to your unique goals and preferences.

*Your Life, Your Legacy*

While it's difficult to discuss end-of-life matters, having a plan in place for the distribution of your wealth is crucial. Our experts will help you articulate your wishes, ensuring that your money goes where you want it to, whether that's to children, grandchildren, friends, or a favorite charity.

*Protecting Your Family's Future*

Our licensed insurance professionals match your needs with the appropriate coverage, minimizing the stress of unexpected events. With comprehensive life, disability, and long-term care insurance, you'll be prepared for whatever comes your way.