Wealth Impact

Like you, we know that success is measured not just through a financial lens, but also in one’s personal happiness. How do you define happiness? Is it the money you make or the joy it can create, whether for you, your family, your business, or community? For most people, it’s the sum of all of these. It’s realizing your purpose and values and “living” them. We can help you do that.

The opportunity to share one’s wealth is often described as the most meaningful of moments in life. We have experience in helping to make your wealth work for you and the world around you. Trust us to thoroughly assess organizations, causes and institutions that interest you, and assure that your charitable gifting is facilitated professionally, accurately and to the advantage of all concerned.

We believe in community and giving back, knowing that this is just one way to make the world a better place for all of us.

Visit our 'Lenox Gives Back' page to see the non-profits we have supported over the years.


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 conversation to see how we can help.  Call 513.618.7080 or visit www.lenoxwealth.com 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.