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Lee-Kelleher Wealth Management
Lee-Kelleher-Klein Wealth Management provides personalized retirement planning, financial planning, and investment management. The firm takes a highly...
Overview
Lee-Kelleher-Klein Wealth Management provides personalized retirement planning, financial planning, and investment management. The firm takes a highly individualized approach, intentionally serving a select number of clients. Every client receives a completely custom portfolio designed in-house by the team.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Boston
Corporate office
Boston, MA, United States
Principals
John Lee
Principal
John Kelleher
Principal
Frequently asked questions
Who are the principals behind Lee-Kelleher Wealth Management?
The firm is led by John Lee and John Kelleher, whose surnames form the office's name. Public records do not detail the origin of the underlying wealth, their prior professional backgrounds, or whether the office represents a single family branch or combined family interests.
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