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Lee Financial Corporation

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Lee Financial Corporation

Overview:

The Lee Financial Story: A Step Ahead

Breaking from conventional wisdom isn’t easy. But when the business model isn’t right, and you’re confident that there must be a better way to serve your clients, following the herd isn’t an option.

In 1972, Richie Lee launched his career in the financial services industry. He was committed to putting his clients’ financial well being above all else, but he quickly discovered that the prevailing financial services model didn’t serve his client’s best interests – so he started a movement. In 1975, Richie founded one of the first fee-only financial advisory firms.

From the beginning, we have encouraged our clients to look beyond the limitations of traditional portfolio management, financial planning and business consulting. We continue to provide our clients with innovative portfolio management, adding broader diversification through the use of investment options that remain largely unavailable to independent investors.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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