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Tia Brown Lee

Director of Wealth Planning

Spectrum Wealth Management LLC

United States, Indiana, Indianapolis

About Me

Tia Lee is Director of Wealth Planning at Spectrum Wealth Management. She has over 23 years of experience and is dedicated to helping clients make informed financial decisions by offering her objective and professional perspective. Tia’s goal is to provide clients with a solid foundation for investment allocation, savings level prior to retirement and spending levels in retirement. She believes that the best results are achieved when quality planning works in harmony with active portfolio management. As a founding board member for the Women for Change Coaching Community, Tia is passionate about providing low-income women support to make meaningful change in their lives through professiona

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Profile Information

Director of Wealth Planning

Spectrum Wealth Management LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Indianapolis

Indiana

United States

Jan 8, 2025

Work Experience

Spectrum Wealth Management

Director of Wealth Planning
Apr 2012 - Present
Email: tlee@spectrum-mgmt.com

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