Lee-Kelleher Wealth Management

Personalized Financial Planning in Fulton, MD

Invest in Your Best Life

Personalized retirement planning, financial planning & investment management to optimize your wealth

Proactive. strategic. personal.

At Lee-Kelleher Wealth Management, we believe you deserve the very best—the best financial advice, the best service, and the best opportunities for your future. That’s why we’ve spent more than 25 years honing our investment expertise, and it’s why we take a highly individualized approach to wealth management. We intentionally serve a select number of clients, so we have time to give you the personal attention you deserve. We are here at every turn, providing proactive, strategic guidance that leads you toward your vision of an incredible life.

Next-Level Expertise

Investments are a crucial part of an individual’s financial success, but they are so often under-tended in traditional wealth management. We’ve spent years studying investment strategies, and we bring our extensive expertise to your planning experience—because we’re committed to furthering your success.

Personalized Asset Management

At our firm, every client receives a completely custom portfolio designed by our team. While most firms will outsource this aspect of wealth management to a third party, keeping it in-house allows us to create something that is wholly personalized to your needs and goals, aligned with your best interests in every way possible.

Honored to be Recognized by Forbes

James Lee was ranked by Forbes as a 2024 Best-in-State Wealth Advisor. We are incredibly honored by this recognition, and we know we could not have achieved it without you, our clients. Thank you so much for your trust and for allowing us to be such an integral part of your lives. You are why we do what we do!

Important Notice

You are now leaving the Lee-Kelleher 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 Wealth Management or any advisor(s) whose name(s) appears on this Website. Lee-Kelleher Wealth Management is independently owned and operated. Schwab neither endorses nor recommends Lee-Kelleher 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 Wealth Management under which Schwab provides Lee-Kelleher Wealth Management with services related to your account. Schwab does not review the Lee-Kelleher Wealth Management's website, and makes no representation regarding the content of the website. The information contained in Lee-Kelleher 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.

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Welcome to Lee-Kelleher Wealth Management

We are excited to announce that we have established an independent advisory firm. To best serve you, we’re moving our practice to Charles Schwab, which will empower us with an even greater source of resources and support. Our mission has always been to provide highly personalized, incredibly thorough wealth management, and this transition ensures that we can serve your best interests with excellence for many years to come.

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