Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meghan? Claim Your ProfileMeghan Patricia Lee is a Certified Financial Planner™ who has been a registered Investment Advisor Representative (IAR) since 2023. Meghan has over 6 years of experience in the financial industry and is currently affiliated with CW Advisors, LLC. Meghan specializes in providing financial planning services to individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
05/24/2023 - Present
CW Advisors, LLC (NEW YORK NY)
Active
Inactive
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