Lee Munson

Yes, that Lee Munson. This is where I write about big picture financial planning topics. If you want the inside scoop on an opaque industry, keep reading. I hold no punches and no topics are off limits.

My day job is taking care of baby boomers that are at or near retirement. Most of them are in highly technical fields like 'rocket' science (I live near Los Alamos) and engineering (think oil money). I founded the firm back in 2008 in Albuquerque, NM where I currently live, and have an office in Oklahoma City where my business partner lives. We manage a little over $200 million and growing. My clients are all over the southwest and beyond, and all of theme share the desire to spend more time on the mountain - whatever that means to them.

If you are a long-term thinker and want to understand what the status quo doesn't want to say you are in the right place.

You can reach me at lee@portfoliollc.com if you have an interest in what I do.