We Start with You, Not Your Portfolio.





We Translate Your Personal Strengths into Financial Strength

The Lenox Mindset is to grow, preserve and manage wealth in today's world starting with your strongest asset... you.

It's a powerful difference in working with Lenox. Every individual has unique personal strengths and the ability to succeed. We help you discover your strengths and how you can put them to work to create and build wealth. Using leading edge, self-assemsent tools, our financial planner and advisors explore your gifts and identity opportunities to create value around them... guiding you to the career and lifestyle choices that help drive financial success doing what you love to do.

At Lenox, we are life driven, not just wealth driven. The next 10 years will bring changes that are profound. We’re helping our clients prepare, think differently, understand the power of self potential and make the positive, life-changing transformations that will allow them to realize they can live the life they want.

Our purpose

We are your innovative partner.

We work with you to realize

life changing breakthroughs

while embracing your wealth

creation, management, and impact goals.


We inspire you to dream bigger!


By using collaborative teamwork,

creative coaching tools,

meaningful relationships, and

experienced wealth management

practices we help you



Financial Life Management

Discover how your life goals and financial goals align

FinLife Management is a collaborative, personalized approach to allow you to do just that. Together, we can help you understand how your money and investment choices can align with personal aspirations to help enrich your life. We will identify what you want your life to look like, understand if you have hte resources to live the life you want, and work with you through life's surprises.