Lee Wealth Management Group
Committed Team Partnering With Clients To Reach Their Financial Goals
At Lee Wealth Management Group at U.S. Capital Wealth in Austin, we understand that navigating your finances can often feel overwhelming and complex. With more than 50 years of combined experience in wealth management, our team is dedicated to partnering with you to design a clear roadmap toward your financial goals. We help you adapt to life’s changes and develop strategies that align with your values – especially when entering uncharted territory. Our focus is on alleviating stress, delivering exceptional service, and providing thoughtful, personalized planning to help you and your loved ones thrive.
Our Solutions
Holistic Wealth Planning and Advisory
Your Content Goes HereTailored wealth strategies, expertly crafted to preserve and grow your legacy
Financial and Retirement Planning
Your Content Goes HereComprehensive planning solutions aligned with your priorities
Investment Management
Your Content Goes HerePrecision-driven investment management, personalized to align your portfolio with your purpose, goals and objectives.
Advanced Estate and Tax Planning Strategies
Your Content Goes HereElevated estate and tax planning strategies that honor your intentions and secure your legacy.
Insurance and Risk Management Solutions
Your Content Goes HereProtecting what matters today—and preserving your legacy for tomorrow.
Hedging Portfolios and Concentrated Equity Positions
Your Content Goes HereBespoke strategies to manage risk and enhance income across your portfolio and concentrated equity holdings.
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