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 work with you to provide awareness and direction every step of the way.
Wealth Management
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Financial Planning
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Business Services
Years of experience have prepared us to guide you through your life transitions.
James M. Lee, ChFC®
Managing Partner, Investment Advisor Representative, Financial Planner
Michael Achatz, ChFC®
Managing Partner, Investment Advisor Representative, Financial Planner
William Stanik, RICP® CRPC® LUTCF®
Investment Advisor Representative
Justin K. Bowmaker, MBA
Investment Advisor Representative, Financial Advisor
Garrett Conn
Financial Services Professional
Randall Zinn
Financial Services Representative, Investment Advisor Representative
Warren (Paul) Brockett
Investment Advisor Representative
Justin Taylor, CFP®
Investment Advisor Representative, Financial Advisor
Judy Kim
Director of Operations
Diane Paul
Business Processing Manager
Mia Lee, MBA
Client Relations Manager
Samantha Luby, MBA
Client Relations Manager
Cristine Sin
Client Relations Representative
Jay Lee
Client Relations Manager
Yanet Alvarez
Client Relations Manager