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About
As an independent financial advisor, Lee Rawiszer helps high net worth professionals, pro-athletes, entertainers and business owners understand their current situations and define future goals. Lee believes that financial planning is a process that should reflect the client’s vision, values and goals. He designs strategies that are flexible and takes into account that nothing remains static; people’s lives change and plans need to be adjusted on an ongoing basis. "Nothing is more satisfying to me as a financial advisor than helping my clients achieve their goals and protect their wealth for current and future generational planning."
Lee and his firm provide clients with meaningful solutions to a wide range of financial matters including: investments, risk management, estate and tax planning, insurance planning as well as qualified and non-qualified retirement plans. He is a specialist on retirement income planning that includes the use of a wide array of alternative investments*. Lee is never obligated to any "proprietary" products.
Lee has a BA degree in Economics from Manhattanville College. His vast financial knowledge puts him in demand as a public speaker on a variety of financial issues. He has delivered presentations and educational seminars to a range of organizations, including the American College, NYU Medical Center, Montefiore Hospital, and the National Association of Insurance and Financial Advisors nationwide. His videotaped presentations have been used as an educational tool for people just entering the financial services industry.
Lee has a niche specializing in working with high net worth physicians, entrepreneurs, professional athletes and entertainers on both the east and west coasts.
Lee lives in Westport, CT with his wife Eva and their two children. He enjoys film, theatre, golf, tennis and baseball.
* Investing in alternative assets involves higher risks than traditional investments and is suitable only for the long term. They may not be tax efficient, and have higher fees than traditional investments. They may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain.
