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Michelle Lee is a financial advisor under the Northwestern Mutual Wealth Management Company. Her team specializes in high net worth, motivated, hard-working individuals on their path to what she calls “Financial independence" lifestyles.
By integrating risk-adjusted investment strategies with tax mitigation planning, Michelle guides highly compensated individuals with goal focused timelines toward their own financial freedom.
Known for her modern and personable approach, Michelle believes in gaining a holistic understanding of a client's lifestyle and financial timeline to build an architecture that reflects their purpose and goals.
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4