Transformative wealth strategies

You have achieved financial independence for yourself and your family. How can you ensure that you will continue to be confident financially and, in the process, think beyond, to future generations and to the community at large?

Through our disciplined process and specialized acumen, we educate our clients through creating comprehensive financial plans, but more than that, we help them to achieve more than they thought possible for their families and organizations they care about.


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Lee Sipe & Associates was named Forbes’ Best-In-State Wealth Management Teams for 2024

An in-depth and informed financial planning approach

Our seasoned team of professionals embodies a distinct blend of academic rigor and analytical precision, grounded in a process-driven, factually informed approach to investing. The result extends beyond mere financial management; it’s about transformation, education and helping our clients leave a meaningful legacy.

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A disciplined approach RICH IN KNOWLEDGE

We utilize an evidence-based strategy for investing, supported by a structured portfolio management process, that equips our clients with the enhanced capabilities to meet their goals.
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The sophisticated clients WE ADEPTLY GUIDE

In recognition of the unique intricacies of each financial scenario, we craft bespoke strategies that generate a responsive and personalized service for individuals and organizations.
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Services that embolden Your success

Our comprehensive suite of services span from strategic consulting and meticulous planning to sophisticated wealth management tailored to the distinct needs of the individual.

Sound investing hinges on a well-defined investment philosophy.
Tom Lee

Transformyour wealth strategy

Lee Sipe & Associates

Contact Us

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc..

Lee Sipe & Associates is not a registered broker/dealer and is independent of Raymond James Financial Services.



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