Get 5.25% off your Family Trust Estate Plan!
Get 5.25% off your Family Trust Estate Plan!
Book a Free Financial Literacy Consultation Today!

Lisa Perteete, founder of Lohanee Wealth Management, is dedicated to helping families grow and protect their wealth through education and smart financial strategies. With a focus on insurance-based solutions, retirement planning and estate planning , Lisa empowers clients to make informed decisions for their financial future.

Our mission is to educate, empower, and equip individuals, families and businesses with the tools they need to build a strong financial foundation, protect their income and create lasting wealth for future generations!
Reach out with any questions or to set up a meeting to discover the best path to your financial freedom!
Mon | 09:00 am – 05:00 pm | |
Tue | 09:00 am – 05:00 pm | |
Wed | 09:00 am – 05:00 pm | |
Thu | 09:00 am – 05:00 pm | |
Fri | 09:00 am – 05:00 pm | |
Sat | Closed | |
Sun | Closed |
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Lohanee Wealth Management
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