Schrette & Lee Wealth Management

In Coeur d'Alene, Schrette & Lee Wealth Management is an independent financial advisory firm offering wealth management and investment strategies. Its advisors develop strategies tailored to clients' financial goals and lifestyles, with flexibility in choosing savings, investment, and wealth management solutions. The firm has no required proprietary products, preferred product partners, or production commitments to organizations. Independence shapes its approach. Retirement planning is also discussed, including estimating future income needs and reviewing potential sources such as qualified retirement plans, Social Security, personal savings, and investments. The firm describes its work as client-focused and emphasizes relationships that can span generations. Clients can explore its advisory approach and service areas through the firm's materials.