FUND A LIFE YOU LOVE

History in Wealth Planning


The Lenox approach to your financial freedom began in 1887 by William Cooper Procter. Our wealth planning rests on developing a close-knit relationship with clients & delivering unbeatable service.

HISTORY

The Lenox approach to your financial freedom began in 1887 by William Cooper Procter. Then and now, that approach rests on our developing a unique, close-knit relationship with clients and delivering a level of service we believe is unequalled by other firms. For generations, it has been our goal to dig deeper to unlock the broader potential and bigger future for our clients.  It takes time, interest, exploration, discovery and coaching. It takes people with a passion to be your champions and to see you reach your greatest possibilities. It takes a group like Lenox. And it’s worth the effort, time and time again.

Our history of financial expertise and our individualized approach to wealth creation, wealth management and wealth impact have made us a trusted advisor to a growing wordwide list of individuals, families, small businesses, and corporate communities such as  Procter & Gamble, Scripps, Kroger, GE, and others. We are honored by our role in clients’ lives.