You might be nearing retirement, making a complicated decision on executive benefits, selling your business, or funding a cause that’s near to your heart. Simple or difficult, we’ll create a customized plan to help optimize your investments, minimize your tax burden and weather unexpected events, like job loss, divorce or disability. Because we’re not just financial planners. We are your financial partners, invested in your success.
Complicated Financial Questions Require Thoughtful Answers
Everyone wants to make a financial leap forward. Because when you don’t have to worry about credit cards or budgeting, the problems vanish, right? Wrong. When you face complex money decisions, you need a guide.
Retirement Done Right
Whether you’re starting your career, on the glide path to retirement, or already retired, knowing how to chart a secure future can feel like a daunting task. From Millennials funding Roth IRAs or 401(k) plans, to Boomers considering buyouts, Social Security and pensions…relax, we’ve got you covered.
Solo Decision Making
Divorced. Widowed. Separated. Single. You don’t define yourself by your marital status – and neither do we. But we can help solo decision-makers choose the best options for their retirement savings and investment portfolios. From now on, you don’t have to go it alone. Wagener-Lee’s got your back… today and always.
C-Suite Benefits & Strategies
Corporate executives face countless challenges daily, but mastering the complexities of your benefit plans shouldn’t be one of them. That’s our job. Our coordinated approach covers key factors like asset diversification, risk management and taxes. We focus on your goals so you can focus on your career.
Your Business, Our Expertise
Congratulations. You’ve built your business. Your life’s work is finally paying off. Now what? We focus on helping owners like you grow, transition and protect your wealth. Small businesses need big-picture planning for everything from taxes and retirement to succession planning. With Wagener-Lee, you’re in good company.
Your Investments: Stocks, Bonds & You
From Wall Street whales like Apple and Walmart, to fixed-income investments that provide safe havens from stock market volatility, your investment portfolio should be as individual as you are. We make your money work for you while balancing your desire for growth with the ability to sleep at night.
Your Life, Your Legacy
Nobody wants to talk about dying, but you need to have a plan in place to make your wishes known about the distribution of your wealth. Do you want to leave money to children, grandchildren, friends or a favorite charity?
Protecting My Family’s Future
Are you over-insured or under-insured? Should you buy permanent or term life? What about disability and long-term care insurance? Our team includes licensed insurance professionals who can match your needs with the right coverage. Because the best way to cope with unexpected events is to prepare for them.
Leadership
What sets us apart? Quite simply, we have resources most other firms don’t. Our 15-person practice includes an estate attorney, CFA®, CFPs®, CPAs® and licensed insurance professionals, all under one roof. As a result, we can offer clients like you comprehensive financial planning services designed with investment, retirement, tax and legal factors in mind.
Our team has different areas of expertise, but one common goal: to help you achieve a secure financial future.
Richard Wagener, CFP®, CLU®, ChFC®
Managing Partner, Wagener-Lee, LLC
Registered Principal, RJFS
Stephen Lee, J.D., CFP®
Partner, CEO, Wagener-Lee, LLC
Amanda Piper, CFA®,
CEP®, MBA
Financial Advisor RJFS
Partner, Wagener-Lee, LLC
Joan Marshall, CFP®
Financial Advisor, RJFS
Michael Shipley, CPA, CFP®
Director of Financial and Tax Planning, Wagener-Lee, LLC
Emmy Panaseth
Client Services Manager
Ryan Williams
Financial Advisor
Callum Redman
Client Service Associate
Chris Childres
Client Services Advisor
Karyn Calvert
Client Services Manager
Nolan Karfonta
Financial Advisor
Jenifer Elder
Client Services Operations
Darlene Melcher
Support Staff
Julianna “Jay” Wagener
Human Resources Manager
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