Nick Lee

Christopher Nick Lee is Co-Founder of Cascade Private Wealth and an Investment Adviser Representative with 11+ years of experience in the financial services industry. He provides comprehensive wealth management and financial planning services, working primarily with medical professionals, C-suite executives, and closely held business owners. He helps clients thoughtfully accumulate, protect, and efficiently transfer wealth by taking the time to understand their unique goals, career trajectories, and complex planning needs.

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Born and raised in Guyana, South America, Nick moved to South Florida to further his education and build his career in finance. He earned a bachelor’s degree in International Finance and Marketing from the University of Miami, an MBA from Nova Southeastern University, and a Master of Science in Finance from Florida International University.

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His primary focus areas include holistic financial planning and wealth management, buy-sell agreements and succession planning, comprehensive business evaluations, asset protection strategies, and retirement income planning. He is committed to long-term, trust-based relationships and to ensuring each client’s financial plan works as hard as they do.

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Outside of work, Nick is married with three children and enjoys golf, pickleball, and spending quality time with his family. He is also an avid car enthusiast and a big foodie, always on the lookout for new dining experiences.

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Nick is licensed to sell insurance in FL, AK, AL, AR, AZ, CA, CO, CT, DO, GA, IN, MA, MD, ME, MI, MO, NC, NH, NJ, NV, NY, OH, PA, RI, TN, VA, WA and WV, and licensed to sell securities in FL, CA, CT, MD, PR, AK, WA, NY, TX, NJ, GA, VA and DC. CA Insurance License #4046592 | AK Insurance License #17390763 State of domicile: Florida.

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