Our team will make sure that any transactions in your account are cleared before transferring funds. Then we’ll help you reestablish any active connections you had in place.
You are now leaving the Lee-Kelleher-Klein Wealth Management website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website. Schwab is a registered broker-dealer, and is not affiliated with Lee-Kelleher-Klein Wealth Management or any advisor(s) whose name(s) appears on this Website. Lee-Kelleher-Klein Wealth Management is independently owned and operated. Schwab neither endorses nor recommends Lee-Kelleher-Klein Wealth Management. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Lee-Kelleher-Klein Wealth Management under which Schwab provides Lee-Kelleher-Klein Wealth Management with services related to your account. Schwab does not review the Lee-Kelleher-Klein Wealth Management's website, and makes no representation regarding the content of the website. The information contained in Lee-Kelleher-Klein Wealth Management's website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.