FUND A LIFE YOU LOVE
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At-A-Glance


We start with you, not your portfolio. At Lenox, we are financial advisors, managers and motivators who think about wealth in a whole new way.

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At-A-Glance


We start with you, not your portfolio. At Lenox, we are financial advisors, managers and motivators who think about wealth in a whole new way.

We start with you, not your portfolio. 
At Lenox, we are financial advisors, managers and motivators who think about wealth in a whole new way.

We believe that optimizing wealth in today’s world relies first on understanding your values, recognizing your talents and identifying what wealth really means to you. It’s an empowering new approach, that when combined with our financial expertise and solid investment strategies, drives wealth creation, enhances wealth management, and generates wealth impact. It’s doing what it takes for you, your family and your business to maximize potential, manifest dreams, and live your best life. It’s us helping you Fund A Life You Love®

 

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.

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. It’s a powerful difference in working with Lenox. Using leading-edge assessment tools, we explore your gifts and identify opportunities to leverage and 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.

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Financial Life Management
Would you like to discover how your life goals and financial goals align?

FinLife Management is a collaborative, personalized approach to allow you 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 the resources to live the life you want, and work with you through life’s surprises. 

 

What does Fund A Life You Love® look like?
We think it’s about personal freedoms that come with a secure and robust financial foundation.

TIME

Work life, family life, social life, it’s having the freedom to spend your time doing what you enjoy most. 

MONEY

Financial freedom is being compensated for your efforts and keeping more of what you make.

RELATIONSHIPS

Lasting relationships with people is one of life’s greatest joys. Having the freedom to build and nurture them is another.

PURPOSE

How do you measure success? What is it to live a good life? More than just making money, it’s making an impact.