Ready to take next steps to meet your Wealth Creation, Wealth Management and Wealth Impact goals?  Let’s get busy.

At Lenox, we are proud to team up with United Capital and bring you their leading-edge tools you can access online to put your financial plan in motion. 

The process is easy, eye opening and exciting.  Discover your personal attitudes towards money.  Identify the values and goals that determine your financial choices.  Understand trade-offs in making investment decisions. Explore questions such as, “What do you want your life to be like?” and “Do you have the resources to live the life you want?”

Our platform offers tools such Money Mind®, Honest Conversation®, Investment Viewfinder, Guidecenter, a Priority Action List, and the Financial Control Scorecard®.

Over the next few weeks, we will highlight each of the elements on our platform to help you understand how Lenox can help you Fund a Life You Love®.

Stay Tuned!


If you’re ready to discuss financial, business, career and life planning that will allow you to Fund a Life You Love®, we’d love to tell you more.  Let’s talk.  It’s your tomorrow. Call us for a complimentary 1-hour review or a quick 15-minute to see if we can help.  Call 513.618.7080 or visit to Fund a Life You Love®.

Past Performance is not indicative of future results.

This blog is limited to the dissemination of general information pertaining to its investment advisory/management services. This is not intended to be personalized investment advice. Please contact a Lenox adviser if you would like additional information.