Financial planning and investment strategies for navigating all of life's inflection points. Inflection strives to bring meaning and purpose to our advice-based relationships by providing personalized, efficient, highly-proactive support. We aim to provide our clients with thoughtful service, the result of which are decisions that lead toward financial security, confidence with a sense of freedom.
Ultimately, we endeavor to have a healthier and happier affect for those we are fortunate enough to serve, as well as the community in which we serve. Learn the importance of asset allocation and discern risk profile to make informed investment decisions. It is our goal to deliver value in meaningful relationships throughout all of life's inflection points.
Ultimately, we endeavor to have a healthier and happier affect for those we are fortunate enough to serve, as well as the community in which we serve. Learn the importance of asset allocation and discern risk profile to make informed investment decisions. It is our goal to deliver value in meaningful relationships throughout all of life's inflection points.
Services
Inflection strives to bring meaning and purpose to our advice-based relationships by providing personalized, efficient, highly-proactive support. We aim to provide our clients with thoughtful service, the result of which are decisions that reflect not only financial security, but a sense of reassurance and freedom.
There are many inflection points in life. Career changes, promotions, major purchases like a first home, unpredictable market shifts, unplanned emergencies, memorable milestones, the first day of retirement, to name a few. At Inflection Wealth Management, we believe in preparing for and helping our clients during these inflection points.
There are many inflection points in life. Career changes, promotions, major purchases like a first home, unpredictable market shifts, unplanned emergencies, memorable milestones, the first day of retirement to name a few. At Inflection Wealth Management, we believe in preparing for and helping our clients during these inflection points.
There are many inflection points in life-career changes, promotions, major purchases like a first home, unpredictable market shifts, unplanned emergencies, memorable milestones, and the first day of retirement, to name a few. At Inflection Wealth Management, we believe in preparing for and helping our clients during these inflection points.
Peter Lee is licensed to do business in AZ, CA, ID, IN, MN, MT, NM, NV, OR, SC, and WA. Genuine and personable, Peter begins every engagement by first seeking to understand the client's story. Peter knows that life is full of twists and turns, changes and events - inflection points - and he works diligently to align services with goals while preparing his clients for the certainty of uncertainty.
Reviews (1)
Monique Gallery
Jan 27, 2022
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Positive: Professionalism, Quality, Responsiveness
I am working with Inflection Wealth Management to help with Long Term Care, Insurance, and Retirement Planning. I have been very pleased with their friendly staff, especially Jeanne. Peter Lee, is a great Financial Advisor who can explain financial topics in a way I understand. I would highly recommend.
I am working with Inflection Wealth Management to help with Long Term Care, Insurance, and Retirement Planning. I have been very pleased with their friendly staff, especially Jeanne. Peter Lee, is a great Financial Advisor who can explain financial topics in a way I understand. I would highly recommend.
