David Lee, CFP®, CIMA®  

We have an important announcement!

We are excited to announce that we’re merging with Summit Wealth Group, an independent wealth management firm based in Colorado Springs, CO. This is a strategic move that we believe strongly benefits everyone involved, most importantly, our clients.

We have carefully chosen Summit Wealth Group for several reasons. Summit is a well-established and reputable national firm. Summit provides services to clients throughout the country through its eight offices located in Mississippi, Arizona, Colorado, and now Tennessee. Summit’s values, and those of its owners, closely align with our own. Summit places great value on an excellent client experience, and works hard to provide that. Teaming up with Summit provides us with access to resources that have not previously been available to us. This includes other advisors, financial planners, tax professionals, and support staff. The Summit team shares our mindset in that they see their clients as some of their closest friends. This partnership will allow us to focus on the things that we enjoy most and do best – serving our clients and developing new client relationships.

For more information about Summit Wealth Group, click here:

Effective July 1, 2015, David Lee Financial will operate as part of Summit Wealth Group. Summit is affiliated with Commonwealth Financial Network® (as is David Lee Financial), so nothing will change regarding your investment accounts; we’ll simply have the benefit of additional resources to help you achieve your objectives.

Thank you for the trust and confidence you’ve shown in us during our 30 years of being in business! We look forward to the opportunity to serve you for many years to come.

David's affiliation with Commonwealth Financial Network® provides access to a team of research, technology, and customer support specialists that allows David to keep his focus on what's important - you and your financial goals.  Commonwealth Financial Network has been named Broker/Dealer of the Year* by Investment Advisor Magazine an unprecedented 10 times

*Commonwealth was named the top broker/dealer in its division in 1991, 1992, 1994, 1996, 1997, 1998, 1999, 2001, 2002, and 2005. This is based on financial advisors rating their own broker/dealers for service.

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This communication strictly intended for individuals residing in the states of AL,AR,CA,CO,FL,GA,IL,KS,KY,LA,MS,NC,NM,OK,OR,RI,SC,TN,TX,VA,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
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