FUND A LIFE YOU LOVE

Build


It’s about building and optimizing your portfolio– that’s key– but it’s also about investing in your personal assets to maximize living. We look at ways your wealth can support your life choices, how it can free you, empower you, ways to give back, even ways to help realize your dreams. And we know how to connect you to the people and resources that can further support your goals.

WEALTH MANAGEMENT

It’s about building and optimizing your portfolio –– that’s key –– but it’s also about investing in your personal assets to maximize living. We look at ways your wealth can support your life choices, how it can free you, empower you, ways to help realize your dreams, and ways to give back.  And we know how to connect you to the people and resources that can further support your goals.

 

Whatever your stage of life, we build your wealth management plan based on personalized, thoughtful analysis.

 

At Lenox, we look at all aspects of your financial life to develop the most precise and current wealth management plan for you –– not same-old formulas that are no longer relevant in today’s economy.  We put our full energies and expertise behind your specific business, personal and family goals.

It’s about planning for life, your life, and all of its moving parts.

 

 

PLANNING FOR LIFE

  • Education
  • Career Path/Transitions
  • Marriage/Family
  • Divorce
  • Retirement
  • Death

 

 

  • Setting Priorities
  • Making Choices
  • Capturing Opportunities
  • Staying Vigilant
  • Family Office

 

  • Consolidation/coordination of financial and investment needs

  • Concierge and advisory services

  • Simplification of complex business, family and generational wealth issues

WEALTH MANAGEMENT SOLUTIONS                                    

  • Financial Planning
  • Investment Planning
  • Retirement Planning
  • Asset Management
  • Stock Options Strategy
  • Succession Planning
  • Family Office Services
  • Tax Liability and Services
  • Major Purchases
With our approach, wealth-driven strategies support you every step of the way
–– even through life’s challenges, the bumps, the really hard transitions. We recognize how change can be an opportunity for growth, and we help you leverage it in ways you have never before considered.
— Steve Reder, President/Lenox Wealth