Financial Advisor | Wealth Management | Financial Planning

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Our Mission

At Tina Wells Lee & Associates, we believe in having a positive impact on the lives of those around us—our family, friends, clients, and other members of the community.

Our mission is to get to know and understand you; your needs, wants, and goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Why We Do What We Do

In the world of finance, it’s important to recognize the value of teamwork. No single person can be an expert in everything. But when you combine the expertise of different individuals who each specialize in their chosen field(s), results are often far better than simply going at it alone. Our field, our world, is financial advising, and we are just part of the team. We also work with CPAs who handle accounting and tax returns, and with estate planning attorneys, experienced law professionals who have a thorough understanding of the state and federal estate laws. Our team approach gives you specific advice and guidance from people who are experts in their individual fields — specialists who far better understand the intricacies of their own profession than would one single person who is trying to do it all by themselves.