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  • Matschke & Lee Wealth Advisory of Raymond James
    20800 Swenson Dr Ste 325 Waukesha, WI 53186-4000 T: 262.207.3368 F: 844.262.4817 TF: 844.350.4575
    Map and Directions Map and Directions
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Four priceless money lessons for kids
Financial literacy is a gift that lasts a lifetime.
Family & Lifestyle
Infographic: Money and marriage
Review these nine steps to help you build a confident and joyful financial life as you embark on this new chapter.
Family & Lifestyle
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Read
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
How investments are taxed
You’ve built a nest egg, watched your investments grow, and now you’re planning to use your savings. But before you...
Family & Lifestyle
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing to consider all the investment options available – from ...
Markets & Investing
Read
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing to consider all the investment options available – from ...
Markets & Investing
Read
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that seamlessly work together to help you reach your goal...
Markets & Investing
Read
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its initials, IRA – is a powerful retirement saving tool....
Markets & Investing
Securities-based lending helps ease financing luxuries
When buying luxuries, your portfolio can be powerful collateral.
Family & Lifestyle
Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
Family & Lifestyle
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving

Are you ready? Let’s uncover the possibility of working together.

Lee Wealth Management LogoLee Wealth Management Logo
  • 20800 Swenson Dr Ste 325 Waukesha, WI 53186-4000
  • 262.207.3368
  • 844.262.4817
  • 844.350.4575
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


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