Santa Fe Office

1012 Marquez Place

Unit 204A
Santa Fe, NM 87505

Kerry D. Lee

Wealth Advisor

(505) 795-7925

Knowledge is power. It’s also the foundation for educated, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.

As a financial professional, I am committed to helping people just like you create strategies for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with principal preservation strategies.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and strive to get into position to pursue your goals. I enjoy helping people work towards a solid financial foundation for the future.

I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you.