A complete list of active advisors currently associated with Lee-Kelleher Wealth Management

Warmer can help you find a great advisor at Lee-Kelleher Wealth Management or one who fits your needs even better.

Lee-Kelleher Wealth Management serves primarily individual and high-net-worth clients, providing discretionary portfolio management, ongoing financial planning, and retirement plan consulting services. The firm reports managing about $252 million for roughly 151 client relationships through a three-advisor team and also works with plan sponsors in a 3(21) advisory capacity. The firm combines fundamental security analysis with Modern Portfolio Theory to construct diversified portfolios and uses a mix of long-term, short-term, income, and hedging strategies (including options and ETFs) as appropriate to client objectives. Services are delivered on a discretionary basis with continuous monitoring, periodic reviews, and integrated financial planning or project-based consulting when requested. Noteworthy features include a relatively large asset base for a small advisor team and an average account size that suggests a HNW concentration compared with many peers. The firm recently moved to a blended, tiered fee billing method and intends to transition existing clients to that structure, and it emphasizes formal due diligence of fund companies and plan-level consulting—features less common among similarly sized supported firms.

To learn more about the advisors currently working at Lee-Kelleher Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.