Paul Lee's Contact Details

Paul Lee's Company Details

Wealth by Design Group

Weehawken, NJ, US • 10 - 19 Employees
Financial Services

Our clients hire us to do three primary things: 1) Creative Design Ideas – Our process begins by bringing creative design ideas to the table that relate to your planning needs, many of which you may not have been previously exposed to.2) Coordination – We will coordinate with your other advisors, such as your accountant and your attorney, to ensure everyone is working together to accomplish your goals.3) Catalyst to Action– Most importantly, we act as your catalyst to get things done as your plan is not worth the paper it is printed on unless it is properly implemented.Those relate to the following four areas of planning:1) Estate Planning & Asset Protection Strategies2) Retirement Accumulation & Distribution Planning3) Investment Planning & Management4) Business Owner PlanningCraig Bartlett, Nick Petriello, and Jason Brito are registered representatives of Lincoln Financial Advisors. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Wealth By Design is not an affiliate of Lincoln Financial Advisors. CRN-2547195-052019