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Chicago-based Wealth Management firm, Keebeck Wealth Management, was created by Bruce Lee, a Wealth Advisor with over 33 years of experience in portfolio management. Mr. Lee serves his clients and community with enthusiasm and a passion for education. He believes that the power in celebrating personal wealth is understanding it.
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Bruce K. Lee Chicago Business Owner And Wealth Advisor
Chicago-based Wealth Management firm Chicago-based Wealth Management firm, Keebeck Wealth Management, was created by Bruce Lee, a Wealth Advisor with over 33 years of experience in portfolio management. 1.Mr. Lee serves his clients and community with enthusiasm and a passion for education. He believes that the power in celebrating personal wealth is understanding it.
Tax Strategies And Other Wealth Advisory Keebeck Wealth Management, helmed by Bruce Lee, provides portfolio management, tax strategies and other wealth advisory services to its clients. Mr. Lee brings innovation and originality to his role, and he is recognized across the industry for his vast experience.
Works With High-Net-Worth Clients Keebeck Wealth Management, helmed by Bruce Lee, provides portfolio management, tax strategies and other wealth advisory services to its clients. Mr. Lee brings innovation and originality to his role, and he is recognized across the industry for his vast experience.
Providing Estate Planning Guidance Mr. Lee has over thirty years of experience managing portfolios and providing estate planning guidance. He was named multiple times to Barron’s Top 100 Financial Advisors, and he serves on the Board for Youth Entrepreneurs.
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