Wagener-Lee Wealth Advisors, LLC

You are a unique individual who leads a fulfilling life, and your success stands testament to your vision, work ethic and demand for excellence. Finding the right firm to manage all aspects of your wealth and be held to a higher standard is not only important, but imperative – which is exactly where Wagener-Lee comes in. Our team of highly experienced professionals has a century of combined insightful experience and credentials in numerous disciplines from financial planning to law to accounting. Our uncommon expertise serves a single-minded purpose – to exceed your expectations and allow you to confidently build upon your life and legacy. While we are headquartered in Maryland, we are truly a global company serving clients across the country and around the world. We employ technology from Internet-based communications to video conferences to connect one-to-one with our clients regardless of geographical distance. We believe in not only playing an active role – but a proactive one – in providing seasoned guidance to all aspects of your financial life. We understand that you have spent your life accumulating your assets and you want to take every measure to ensure they will be exceptionally managed. It’s not a task we take lightly. Our strength is bringing independent thinking, honest evaluations and straightforward advice to the management of complex financial affairs – and we want you to feel that you can come to us with any financial concern and be fully confident in the service and solution we provide.

Address: 5950 Symphony Woods Road, Suite 412 | Columbia, MD 21044, USA

Phone: +1 443 276 9595
FAX: +1 443 276 9599