Lenox Wealth Advisors is a wealth management firm that develops and executes sophisticated financial plans and builds custom investment portfolios for our clients, including individuals, families, trusts, not-for-profit organizations, and business entities. As an SEC-Registered Investment Advisor, we have a fiduciary responsibility that defines our client relationships and influences every decision we make on your behalf.
Our financial planning capabilities are delivered through our Personal CFO platform by a team of highly trained Certified Financial Planner™ professionals. At LWA, we take the time to understand your needs, goals, and values along with your specific financial facts. Once we agree on your plan together, we then bring it to life. We’ll consult with you and coordinate the efforts of your other financial professionals to implement your plan as it was designed and monitor to ensure it stays on course.
When the focus shifts to investments, we strive to learn more about your life goals, risk tolerance, liquidity needs, and other unique circumstances. Upon agreeing to your investment strategy, we then build a global, multi-asset class portfolio tailored to you. As your needs change, so will your asset allocation. We’ll continually assess your circumstances as they change and offer new insights and strategies to help you stay on track.
As a subsidiary of NFP Corp., LWA has access to resources and business partners to extend the range and depth of solutions we can offer to clients, from personal risk management to executive benefits to commercial insurance.
Our network of technology partners provides us with innovative tools covering financial planning, aggregation, trade clearing, portfolio rebalancing, performance reporting, and administrative support. As a result, we are able to do what we do best — concentrating on our clients, their plans, and their portfolio.