Account Manager

401K Rollover, Planning Retirement, Asset Allocation & Account Management

Account and Financial Management

There are many inflection points in life. Career changes, promotions, major purchases like a first home, unpredictable market shifts, unplanned emergencies, memorable milestones, the first day of retirement, to name a few.

At Inflection Wealth Management, we believe in preparing for and helping our clients during these inflection points. During these junctures that preparedness and proactive planning allow us to help and support our clients.

Whatever it may be – whatever it may be – retirement planning, saving for your future, estate planning, long term care preparation and asset allocation – Inflection Wealth Management will set you up with an account, provide digital tools for monitoring, and develop solutions to address specific product needs.

Inflection Wealth Management Products and Solutions Include:

  • Retirement Income Planning
  • Fee-based Financial Planning

  • Managed Account Services

  • Charitable Giving Solutions
  • Business Owner Solutions
  • Education Funding Options
  • Traditional IRAs and Roth IRAs
  • Mutual Funds and ETFs
  • Fixed and Variable Annuities
  • Life Insurance
  • Disability Income Insurance

  • Long-term Care Insurance

Account Planning Fundamentals

How you plan is a roadmap to managing your money for and through life’s Inflection Points.

  • Long Term Care Insurance:

    Cover the costs of care for a chronic medical condition and protect your savings and assets by acquiring longer term care insurance.

  • Disability Income Insurance:

    Secure income during unexpected events, accidents, and disabilities. With DI Insurance, you will earn up to 45% – 65% of your insured gross income on a tax-free basis.

  • Retirement Planning:

    How much money do you need to retire? Let’s talk about your retirement goals and financial outlook to help you figure out retirement.

  • Stock Option Review:

    Manage your investments in such a way that you can meet your needs today, while also putting yourself in a position to live how you want later.

  • Estate Planning:

    Organize your records, correct titles and beneficiary designations, plan asset allocation, and map out the future of your estate.

  • 401k Rollovers:

    Is a 401k rollover right for you? Let’s talk about fees, the rules of your 401k plan, and compare your 401k investments with an IRA.

Discover Account Management Services

Here’s what you can expect when you work with us:

• Help develop solutions to address specific product needs

• New account setup and monitoring

• Administration of client account

• Product review as needed

• Help protect your future with life, disability income, and long term care insurance

Why We’re Different
Account Manager

Meet Our Team

Peter M. Lee
Peter M. LeeCFP®, ChFC®, FIC | CEO & Senior Wealth Advisor
Joe Brandenburg
Joe BrandenburgWealth Advisor
Mary Remoaldo
Mary RemoaldoClient Relationship Manager
Amanda Henry
Amanda HenryOffice Professional

Peter Lee is licensed to do business in AZ, CA, ID, IN, MN, MT, NM, NV, OR, SC, and WA. CA Life/Health Insurance License ID 0F30543, CA Securities Insurance ID 7556493, CA Variable Annuity Insurance ID 0F30543, CA Variable Universal Life Insurance ID 0F30543. Joe Brandenburg is licensed to do business in AZ, CA, IL, PA, and WA. CA Life/Health Insurance License ID 0I48888, CA Securities Insurance ID 19014887, CA Variable Annuity Insurance ID 0I48888, CA Variable Universal Life Insurance ID 0I48888.

Contact Us

Our Location

Inflection Wealth Management
Telephone: (425) 215-1000
Address: 15117 Main St Ste 206 Mill Creek, WA 98012-9035