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Bruce K. Lee is the founder and CEO of Keebeck Wealth Management, an independent wealth management firm based in Chicago, Ill and a member of the Dynasty Financial Partners Network of independent advisory firms.
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Bruce K. Lee Founder of Keeback Wealth Management Company
CEO of Keebeck Bruce K. Lee is the founder and CEO of Keebeck Wealth Management, an independent wealth management firm based in Chicago, Ill and a member of the Dynasty Financial Partners Network of independent advisory firms.
Bruce K. Lee - Key Functionalities Financial Advisor Founder and CEO of Keebeck Wealth Advisor
Leader in Financial Planning Industry Bruce K. Lee is a financial advisor who made a name for himself as a leader in the financial planning industry. As a company leader, he has counseled several clients giving them the tools they need to grow and handle wealth.
Disruptor in Wealth Management Industry Keebeck Wealth Management’s moniker is based on CEO and founder Bruce K. Lee’s Korean given name, Keebeck, which means ‘to ascend’. True to its name, Keebeck has outperformed all expectations becoming a disruptor in the wealth management industry.
Investment Experience Bruce K. Leeincorporates 33 years of investment experience with an innovative approach that is focused on intellectual capital, technology and strategies that simplify complex planning.
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