Damon Lee

Wealth Advisor at W.

A. Smith Financial Group with over 10+ years of experience, I help individuals, families, and business owners create and implement customized financial strategies designed to build, preserve, and transfer wealth. Our firm is known for its holistic, client-centered approach to retirement income planning, investment management, tax-efficient strategies, and legacy planning. I work closely with clients to understand their values, goals, and concerns, whether they’re approaching retirement, navigating a major life event, or seeking to grow and protect their wealth. Backed by the resources and expertise of a top-tier independent firm, I provide fiduciary guidance and a personalized experience that puts your financial confidence first. At W.A. Smith Financial Group, we believe in clarity, education, and proactive planning—empowering our clients to make informed decisions and live their ideal retirement. Let’s connect if you’re looking for a strategic financial partner dedicated to helping you plan smarter, invest wisely, and retire confidently.