Steve Lee Email & Phone Number

A background in geological science leads me to enjoy putting disparate pieces of a puzzle together to build a picture not readily apparent. So whether seeking specific investment opportunities or working with clients to map and achieve long-term life goals, helping to find solutions is what motivates me. At JFS, I work with a caring, highly experienced team of colleagues who provide high-touch financial services guided by our Lifetime Planning Continuum®, an approach that focuses on clients’ distinctive impact points. From investment strategies and tax planning, to retirement and estate planning, we work with clients across the spectrum of ages and generations. As an independent, fee-based firm, we are unaffiliated with large institutions, so we aren’t incented to sell specific investment products. Our recommendations are rooted in clients’ best interests. When they succeed, so do we.While I have stepped down as our Chief Investment Officer, I continue to work closely with my successor Manish Upadhyay in continuously refining an investment framework that helps our clients achieve results through changing markets and enables our firm’s continued growth. I’m proud to serve my clients by designing and maintaining robust, forward-looking plans with a deliberate focus on their success.Specialties: • Principles of long-term investing• Asset allocation strategies• Managing wealth across generations• Financial plan development• Retirement income planning• Alternative investments• Estate planning

Listed skills include Investments, Alternative Investments, Equities, Investment Management, and 5 others.