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-assessment tools, our financial planners and advisors explore your gifts and identify 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.
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.