Lee Strongwater, WMS
Enriching Lives by Helping Clients Align Their Wealth with What Matters Most
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Serving Clients Nationwide
Enriching Lives by Helping Clients Align Their Wealth with What Matters Most
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Socially Responsible Investing
- Taxes
About Lee Strongwater, WMS
As a serial entrepreneur and world traveler, Lee Strongwater, president of Colorado Capital Management, brings a global perspective to investments and life planning.For over 20 years, Lee has passionately assisted clients with their financial planning and portfolio management needs. He particularly enjoys helping them lead more meaningful lives and invest in ways that align with their values.
Lee holds a bachelor’s degree in political science from the University of Colorado and a master’s degree in international affairs from Columbia University. He also possesses the Wealth Management Specialist (WMS) certification.
Before joining Colorado Capital Management, Lee was a managing partner at Strongwater-Schott, a fee-only investment management and financial planning firm based in Denver. He founded two children’s product companies, one of which went public in 2007.
Lee has actively volunteered for several organizations. He is a former president and a current member of the Board of Directors at the Boulder Jewish Community Center, a highly respected organization at both local and national levels. Lee also served on the Investment Committee of Girl Rising- Global Education, a venture philanthropy fund that invests in social entrepreneurs with culturally relevant ideas. The fund’s investments promote gender equality and enhance educational outcomes for girls and boys living in poverty in Kenya, India, and Guatemala.
Lee is married and has two daughters. He enjoys hiking, skiing, and traveling—mostly to Mediterranean countries—as well as trying out new recipes inspired by his journeys. When he’s not on the move, you can find him engrossed in a book.
Primary Location
4430 Arapahoe Avenue, Suite 120 Boulder, CO 80303
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to schedule an introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Colorado Capital Management
Since 2000, Colorado Capital Management (CCM), a Boulder-based fee-only financial advisory firm and Certified B Corp, has helped individuals and families manage their wealth with purpose through thoughtful planning, disciplined investing, and values-aligned opportunities for impact.Securing your future and living the life you’ve imagined is a significant responsibility. We take that responsibility very seriously. If you seek to:
✔️ Enjoy a rich and meaningful life
✔️ Make wise financial choices
✔️ Align your investments with your values
✔️ Partner with a trusted advisor who listens and cares
You are in the right place!
Is CCM Right for You?
✔️ Do you want to get more serious about investing but don’t have the time, expertise or inclination to manage your own portfolio?
✔️ Has your account reached the point where you no longer feel comfortable handling it on your own?
✔️ Have you just retired or sold your business, received an inheritance, settled a divorce or had a similar life-changing experience?
✔️ Have you simply outgrown your broker or lost confidence in your current advisor?
If you answered “yes” to any of the questions above, now may be an ideal time for you to start benefiting from our wealth management services. You deserve to enjoy your wealth and the peace of mind that comes from knowing you have a sound financial plan and a professionally managed portfolio.
Education
Columbia | SIPA Masters, International Studies; University of Colorado Boulder BA, Political Science
Hobbies and Interests
- Family
- Hiking
- Reading
- Skiing
- Traveling
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Divorce
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Jewish
- Living in Retirement
- Parents
- Widow
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FAQs
FAQ Disclosures
Investment Advisory services offered through Colorado Capital Management. A Registered Investment Advisor.
