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
Tia Brown Lee
Director of Wealth Planning
Spectrum Wealth Management LLC
United States, Indiana, Indianapolis
About Me
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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