Michael Lee Strategy provides Wealth Planning and Investment Management. Our focus is to offer comfort and clarity to pre-retirees and retirees by delivering customized investment solutions derived from holistic financial planning. A former Vice President in the Institutional Middle Markets group at Morgan Stanley, Michael is highly sought after voice in the industry. Michael appears regularly on Fox Business, Fox News, Yahoo Finance, Newsmax TV, Cheddar News, i24 News, and The TD Ameritrade Network; he has also appeared on CNBC and has been quoted in Bloomberg News and US News & World Report.What will set your experience with Michael Lee Strategy apart from the competition?In an industry wrought with noise and needless complexity, Michael is distinctly skilled at simplifying and communicating complex concepts to novices and experts alike, helping clients fully understand what’s required to achieve their unique financial goals.

Stamford, CT

Tiger Wealth Management (TWM) was a comprehensive wealth management firm that provided asset management and financial planning services for wealthy families, high net worth individuals, and family offices. TWM offered transparent, conflict-free advice as independent practitioners that offered no propriety products and are held to the fiduciary standard mandating us to place our clients interests above all else.

Worked on top producing team managing assets for high net worth individuals.