True wealth is about more than a balance sheet. It's about achieving the life and legacy you desire. We combine a rigorous investment methodology with insightful financial planning to address the totality of our clients' lives. We believe this is critical to successfully navigating life’s transitions and the complexities of today’s investment landscape.
Our mission is to create and preserve wealth while delivering a premier investment management experience. We leverage the insights of our investment professionals and partnerships to generate extraordinary investment management services while maintaining our good name and the good name of our clients.
We employ a broad range of highly personalized services for individuals, families, trustees, corporations and philanthropic institutions across the country:
Our approach is based on comprehensive wealth management, and informed by a holistic perspective. Our process, at its core, is grounded in the belief that we must first build a mutual understanding of a client's life before we can earn the right to offer advice. Successful investing requires a deep connection to client’s goals and is the best way to add clarity to their financial future.
We take a disciplined ‘wealth creation approach' to investing. Whenever possible we:
Direct ownership of a diversified portfolio of quality companies is the most tax efficient, transparent, and flexible way to build wealth over the long term.
As a leading Bay Area independent financial advisor, we understand that trust is the foundation for all successful partnerships. Earning our clients trust means we:
Lee brings a passionate commitment and unique perspective to his practice of advising clients. He has more than 15 years of experience in professional financial advisory services. He specializes in wealth management at every stage of life, from growing wealth to managing and protecting assets, through intergenerational wealth planning.Read Lee's Bio
Lee is the principal financial advisor and planner at Landscape Wealth Advisors. His practice serves individuals, family groups and institutions across the country and at all stages in their financial journey.
Lee founded Landscape Wealth Advisors in 2018, in partnership with RFG Advisory, to realize his vision of providing truly independent and authentic guidance to his clients, with the shared belief that successful investing requires a deep understanding of each client and their goals. RFG provides operational support giving Lee the ability to focus on serving clients and managing their wealth.
Prior to founding Landscape Wealth Advisors, Lee spent 9 years with Merrill Lynch Pierce Fenner and Smith Inc. most recently as a Senior Financial Advisor.
Lee is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Series 7 and Series 66 Securities licenses. Lee received his BA in Economics and Environmental Studies from St. Lawrence University and is an active member of the Alumni Association. He loves spending time with his wife Megan and sons Dylan, Tristan, and Everett, who live in the Noe Valley Neighborhood of San Francisco.
Lee considers wealth building and management not as a goal to be reached, but as a holistic lifecycle. It begins with educating clients, empowering them to be proactive about building their wealth and making a commitment to a lifetime of focused financial management. He assists clients in the management of their accumulated wealth by establishing priorities and helping them determine their personal definition of success. Lee’s comprehensive approach includes meticulous planning for intergenerational wealth transfer and philanthropic endeavors.Close