Chart the Course for Your Financial Future

Our mission is to develop your personal financial strategy enabling you to reach your financial goals.

How We Help You

Giving you more than just a financial plan and advice

At Tina Wells Lee & Associates, we deliver more than just a financial plan or investment advice.

We work with you to understand what’s important and why. In the process, we become your confidante and financial concierge.

Your goals and personal needs are important. Our mission is to work together to develop, implement, and monitor your personal strategy to help you achieve your financial goals.

You can expect seasoned professionals, a comprehensive strategy using the The Bucket Strategy process, and impeccable customer service. Read on for more on our planning process and The Bucket Strategy®.

Our Priority

Working together to pursue your goals and dreams

Our priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Why we do what we do

Charting the course for your financial future

When I began my financial services career more than 25 years ago, I saw almost immediately how people can become overwhelmed when it comes to saving, investing, and planning for retirement. My mission is to help you obtain the knowledge and steps you need to reach your financial goals.