hero-image

138 Conant St, 4th Floor
Beverly, MA 01915
Phone:
  • 978-524-1642
Fax:
  • 978-524-4105

Our Commitment to You

Nottingham Small Lee Wealth Management Group is committed to helping North Shore residents with comprehensive financial management. We are known for our “white glove” client service, “plain English” financial speak, and innovative approaches to financial security. We build every relationship on the following oath:


We will...

  • Honor our relationship with you.
  • Take the time to listen and understand your needs, and help you clarify your goals.
  • Be fully invested in your success.
  • Help you stay on track to meet your goals through intelligent financial solutions, in-depth analysis of your investments and regular feedback on your progress.
  • Be with you every step of the way.
  • Continuously reassess your changing needs and provide ongoing advice.

Throughout our relationship, our steadfast commitment to you will not change, as we believe it encompasses the integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence you deserve in your financial life.

Banking and lending services available through Wells Fargo Affiliates.

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice.  Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies.  Not available in all states.

Car # 0818-01792

Market Commentary

Reports by Wells Fargo Investment Institute on daily actions in the market.

View Here

Contact Us

Please feel free to contact us with any questions.

Contact Us

Account Access

Click here for online access to your accounts.

Log In
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals