Ian Robinson, CFO, Wealth Management Advisors

We engaged Lee to locate a strategic location for our firm that would accommodate the complexities of multiple businesses moving at the same time, easy and simple access for our current and future clients, and presented an investment opportunity for the owner. Lee’s diligence and guidance through the whole process enabled us to secure a phenomenal location with the infrastructure appropriate for our needs. His subject matter knowledge allowed us to avoid certain minefields that we would have clearly stepped on without his counsel. He adapted well to a changing environment which provided us support as we completed the process.