Michael Lee Strategy

Michael Lee Strategy

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Personalized, Holistic Financial Planning and Investment Management What will set your experience with Michael Lee Strategy apart from the competition? Lee.

Michael Lee Strategy offers Wealth Planning and Investment Management as an IAR through Compass Financial. Our focus is to offer comfort and clarity to pre-retirees and retirees by delivering a personalized, holistic strategy through the marriage of comprehensive financial planning and investment management. A former Vice President in the Institutional Middle Markets group at Morgan Stanley, Micha

09/02/2026

Join me in Orlando for the Money Show 10/5-10/7

04/02/2026

Iran, NATO, Cheap AI Stocks & Crypto in your 401k - Michael Lee as Panelist on Mornings with Maria

03/23/2026
03/23/2026

Stocks Bounce on Iran Deescalating, AI Freight Train - Michael Lee on Mornings with Maria

02/26/2026

Nvidia Earnings, AI Boom, & Private Credit - Michael Lee on Fox Business Varney & Co

02/19/2026

AI Implications, META Trial, Anthropic, & The SAFE Act Michael Lee on Fox Business Mornings w/Maria

02/05/2026

Minerals, Software Meltdown, & DOJ nonsense, Michael Lee on Fox Business Big Money Show

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Location

Address


1343 Main Street 3rd Floor
Sarasota, FL
34231

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 4pm