We take a holistic approach with every client to truly understand your unique situation
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 work with you to provide awareness and direction every step of the way.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Whether you are saving for or currently navigating Retirement, we are here to work with you. Utilizing proper planning, catered to your unique situation, we are able to provide you clear direction for the years to come.
James M. Lee, ChFC®
Managing Partner, Investment Advisor Representative, Financial Planner
Michael Achatz, ChFC®
Investment Advisor Representative
Justin K. Bowmaker, MBA
Investment Advisor Representative, Financial Advisor
Financial Services Professional
Financial Services Representative, Investment Advisor Representative
Director of Operations
Business Processing Manager
Mia Lee, MBA
Client Relations Manager
Client Relations Representative