Meet Mike Lee

I'm Michael Lee, the founder of Michael Lee Strategy and creator of the Dynamic Wealth Playbook. As a former Vice President in the Institutional Middle Markets group at Morgan Stanley, I've spent decades analyzing market trends and developing investment strategies that help my clients navigate economic uncertainty.

Today, I offer Wealth Planning and Investment Management as an IAR through Compass Financial. My focus is providing clarity and confidence to pre-retirees and retirees through personalized, holistic strategies that combine comprehensive financial planning with intelligent investment management.

You may recognize me from my regular appearances on Fox Business, Fox News, Yahoo Finance, Newsmax TV, and other financial media outlets, where I share market insights and investment perspectives.

My Approach to Wealth Building

I believe that successful investing isn't about chasing short-term gains or following the crowd. It's about developing a dynamic strategy that adapts to changing market conditions while maintaining a focus on long-term wealth preservation and growth.

The Dynamic Wealth Playbook represents the culmination of my experience and research, distilled into a straightforward framework that any serious investor can apply. I've used these same principles to help my private clients protect and grow their wealth through bull markets, bear markets, and everything in between.