About BL Wealth Management
About Us
Hi, I'm Brian, thanks for stopping by! Please feel free to set up a time in my schedule to talk about your goals.
Meet your advisor
About Brian Lee
Brian brings a unique combination of experience in the public and private sectors. He is recognized for integrity, the ability to work cross-functionally, and a passion for innovative results and achieving goals. Brian started his career in insurance and financial services two years after graduating from Northern Illinois University, beginning in sales at Country Financial, where he helped middle-market clients with insurance and financial planning.
Investment adviser representative with First Advisors National
Series 65 and Life & Health licensed
Northern Illinois University graduate
Based in the western suburbs of Chicago
My focus
Helping Families and Business Owners Plan for the Long Term
My focus now is helping the younger generation with financial planning: understanding the compounding of investments, saving for the future and protecting against the unexpected. My work also helps individuals and small business owners plan and save for the long term.
Brian is supported by a team of insurance and financial professionals with over 70 years of combined experience, building strong client relationships on competence and integrity. As an investment adviser representative with First Advisors National, he develops and reviews financial plans for individuals and families in a fiduciary capacity.
Brian lives in the western suburbs of Chicago with his wife and daughter, and enjoys golfing, boating, snowmobiling and time with family and friends.
Mission
BL Wealth Management is a boutique financial services firm with expansive alliances and resources, committed to understanding our clients so we can design personalized strategies to accumulate, preserve and protect their wealth and income. Our core focus is keeping our clients' best interests first at all times.
Vision
Making sure you get the proper recommendation starts with an in-depth look at where you are today and where you want to be tomorrow.
Because your objectives may change over time, we approach long-term planning as a dynamic, ongoing process that accommodates changes in your personal circumstances, the tax laws and the marketplace.
We help you design a strategy that evolves with you, with a well-coordinated series of recommendations that are easy to put into action.
“Let us go forward in this battle fortified by conviction that those who labour in the service of a great and good cause will never fail.”
Book a Free Consultation
Let's create a plan that suits your lifestyle and goals. Meet with Brian online or by phone, with no obligation.
