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Metropolitan Wealth Advisors

Whether you are saving for Retirement or currently navigating Retirement, we are here to work with you, providing clear guidance for the years to come.

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EXPERTISE YOU CAN TRUST

EXPERTISE YOU CAN TRUST

What does it take to build your ideal retirement? The unique, comprehensive strategies and disciplined execution that put Metropolitan Wealth Advisors on the map.

We have only one focus: you. We'll work with you to provide personalized support every step of the way.


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Wealth Management

Wealth Management

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Financial Planning

Financial Planning

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Protect Your Legacy

Protect Your Legacy

We create strategies that are tailored to your needs and goals.

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Business Services

Business Services

Years of experience have prepared us to guide you through your life transitions.

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Metropolitan Wealth Advisors 

We take a holistic approach with every client to truly understand your unique situation

James Lee, ChFC®

James M. Lee, ChFC®

Financial Services Executive, Investment Advisor Representative, Financial Planner

Michael Achatz, ChFC®

Michael Achatz, ChFC®

Financial Services Executive, Investment Advisor Representative, Financial Planner

William Stanik, RICP® CRPC® LUTCF®

William Stanik, RICP® CRPC® LUTCF®

Investment Advisor Representative

Randall Zinn

Randall Zinn

Financial Services Representative, Investment Advisor Representative

Warren (Paul) Brockett

Warren (Paul) Brockett

Registered Broker

Diane Paul

Diane Paul

Operations Manager

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