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Whatever your focus — career, family, community, retirement, or a combination of them all — Lenox Wealth Advisors’ in-depth, personal approach to financial advice and guidance empowers you to make smarter financial decisions and achieve your goals more confidently.

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It’s about anticipating needs, mitigating risks, and eliminating distractions to keep you moving along the right path.

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Financial Planning

Personal CFO Platform

We take the time to genuinely understand your goals, values, and concerns; develop strategies to amplify and preserve your wealth; and then put your plan into action. Continue Reading
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Purposeful, Responsive Investing

We customize your portfolio to precisely reflect your unique life goals, financial resources, and priorities. Continue Reading

Our Latest Thinking

Learn More 2021 Year-End Planning Checklist The year-end is right around the corner and there are some standard financial “checklist” items you should keep in mind as you prepare to close out 2021. This is a starting point, there are many changes moving through Congress right now. Lenox Wealth Advisors can help you think through the big picture before year end. 10.22.21 Learn More
Learn More 2021 Year End Planning Guide The recent tax proposal released by the House of Representatives makes year end financial planning even more important than most years. Lenox Wealth Advisors’ Year End Planning Guide outlines some of the most important changes that may occur. Contact us to walk through your financial situation and discuss how you can prepare for 2022. Learn More
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Call 212.602.4500 to speak with a Lenox Wealth Advisor, email us at info@lenox-wealth.com, or download our brochure for additional information.

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