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 align your financial life to what you want out of life.

Your Lenox financial advisor aligns your financial decisions with your personal aspirations to Fund A Life You Love®.
 

We start with you, not your portfolio.  We provide you with current, thoughtful analysis and actionable steps that make a world of difference to you, your family and to what you want your life to look like.  Our focus is on you and only you. Do you have the resources to live the life you want?  Are you financially prepared for life’s surprises? How do we get you to where life and money live happily ever after? 

 

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.

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.
 

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.  We understand it takes money to have the freedom to spend your time doing what you enjoy.  To that end, we work to optimize your wealth.

MONEY

Financial freedom comes with being compensated for your efforts and keeping more of what you make.  We can help you with career choices, employment negotiations, business growth and networking, as well as tax management, risk management, money management and forward-thinking investment strategies.

RELATIONSHIPS

Lasting relationships with others is one of life’s greatest joys.  Having the time and freedom to build and nurture them is another.  We recognize that financial security can equate to having more time for the relationships that enrich life.

PURPOSE

How do you measure success?  What is it to live a good life?  More than just making money, it’s making an impact.  We help individuals and families create and leave the legacy they desire.