Business Owners
Don’t let your business become your entire financial plan.
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James H. Lee
Founder
CFP®, CFA®, CMT
StratFI1201 N Orange Street, Suite 742, Wilmington, DE 19801
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Executives
Build financial flexibility before you need it. Career success does not always move in a straight line.
Retirees or Seniors
Invest for today’s income while keeping enough growth to protect against inflation.
Major Milestones I Specialize In
Career Changes or Job Loss
A career change can be the perfect time for personal reinvention. Who are you ready to be next?
Retirement Planning
Plan for the lifestyle you want while preparing for the unexpected.
Sudden Wealth or Inheritance
Put together your professional team - you'll want an accountant, an investment manager, and legal advisor.
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
StratFI provides personalized investment management for individuals and families who value thoughtful advice and direct access. We work with a limited number of clients, allowing us to tailor portfolios to each relationship and respond as opportunities and risks evolve. Our approach combines traditional research with a forward-looking perspective on the trends shaping markets and the economy. Assets are held independently at Charles Schwab. As a fee-only fiduciary, we put clients’ interests first. At StratFI, investing starts with one question: What happens next?
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.