Michael Lee Strategy offers Wealth Planning and Investment Management as an IAR through Compass Financial. Our focus is to offer comfort and clarity to pre-retirees and retirees by delivering a personalized, holistic strategy through the marriage of comprehensive financial planning and investment management. A former Vice President in the Institutional Middle Markets group at Morgan Stanley, Micha
el is a sought after voice in the industry, appearing regularly on Fox Business, Newsmax TV, Cheddar News, i24 News, and The TD Ameritrade Network. 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. No Rendering of Advice
Michael T. Lee is an Investment Advisor Representative with Compass Financial Management LLC (“Compass”), a federally registered investment advisor registered with the Securities and Exchange Commission (SEC) and notice filed in the states of California, Connecticut, Florida, New Jersey, New York and South Carolina, where the firm has a place of business or is required to notice file in the state. Compass provides asset management and related services for clients nationally. Compass will file and maintain all applicable licenses as required by the state securities regulators and/or the SEC, as applicable. Compass renders individualized responses to persons in a particular state only after complying with the state's regulatory requirements, or pursuant to an applicable state exemption or exclusion. This website is intended to provide general information about Michael T. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to include information about our investment philosophy and our strategies, and to allow you contact us for further information. Presentation of the information via the internet is not intended to create, and receipt does not constitute, a client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant, attorney and/or financial advisor. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law. Clients should seek the advice of an accountant or CPA. Accuracy of Information
While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications. Disclaimer of Warranties and Limitations of Liability
This website is provided on an "as is" and "as available" basis. Use of this website is at your own risk. We and our suppliers disclaim all warranties. Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website. Links to Third Party Websites
For your convenience, this website may contain hyperlinks to websites and servers maintained by third parties. We do not control, evaluate, endorse or guarantee content found in those sites. We do not assume any responsibility or liability for the actions, products, services or content of these sites or the parties that operate them. Your use of such sites is entirely at your own risk. Compass will provide all prospective clients with a copy of our current Brochure and Brochure Supplement prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis. If you have any questions regarding Compliance and Regulatory information, please contact us.
