Wagener-Lee is a full service comprehensive investment advisor. Our team includes an attorney, CPA. CFA and 5 CFPs.
Our interest is to continue our growth through internal growth and helping other advisors transition to retirement over several years. If you are a sole practitioner looking to increase resources for your clients, continue to serve them at a much higher lever, enjoy the comaraderie of a highly successful professional team, and looking to transition to retirement over a period of years, we may be a fit.