Lee Stoerzinger

Our Vision

At Lee Stoerzinger Wealth Management, we believe wealth management is about more than just numbers. We take a holistic approach that encompasses your financial, emotional, intellectual, and spiritual aspirations. By merging these elements, we create a personalized plan that aligns perfectly with your life's priorities.

Our Values

Our values are the bedrock of our client relationships. We stand for:

• People First: We prioritize understanding your needs and cultivating genuine connections.
• Personalized Service: We tailor our strategies to your unique goals, circumstances, and preferences.
• Focus on Optimization: We simplify and streamline your financial life to maximize your wealth potential.
• Professional Approach: We leverage our expertise to deliver a personalized and consistent client experience.

What We Do

We offer a comprehensive suite of services designed to meet your every financial need. These include:

• Wealth Planning & Goal Setting: We collaborate with you to define your financial aspirations and create a roadmap to achieve them.
• Investment Management: We build and monitor a diversified portfolio tailored to your risk tolerance and goals.
• Retirement Planning: We help you navigate complex retirement plans and maximize your contributions.
• Tax Planning & Compliance: We minimize your tax burden and ensure compliance with all regulations.
• Risk Management: We develop a customized plan to protect your wealth from unforeseen events.

Your Well-being Matters

We understand your wealth is more than just numbers. It's about security, peace of mind, and living a fulfilling life. Our team will work alongside you to ensure your wealth aligns with your values and aspirations.

Ready to Begin?

If you're seeking a trusted partner to guide you on your financial journey, contact us today. We would be honored to work alongside you and discover what wealth truly means for you.