Matthew R. Lee

The Independent Financial Group provides investment advisory services. It offers budgeting and cash flow analysis, consulting on current and post-career business interests, including transition strategies. The company was founded in 1991 and is headquartered in Simi Valley, CA.

Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC.

Private Wealth Management Group provides financial advisory services. The company is headquartered in Hershey, PA.

Founded in 2006 by Matthew Lee, Presidio Capital Investments LLC is a registered investment advisor located in San Mateo, California. The firm manages private account portfolios for individuals and institutions and also serves as the advisor to the Presidio Multi-Strategy Fund (PMSFX), a globally-diversified, multi-strategy mutual fund, and as the General Partner to the Presidio Global Opportunities Fund LP, a hedge fund. The Presidio Multi-Strategy Fund is distributed by Raleigh, North Carolina-based Capital Investment Group, Inc. a member of FINRA and the SIPC. There is no affiliation between Presidio Capital Investments LLC, including the firm's principals, and Capital Investment Group, Inc.