Putting YouFirst
We all have particular financial goals, concerns, or fears that weigh on our minds. Greater wealth brings more opportunity to achieve those goals and ease those concerns, but it also introduces a far greater degree of financial complexity. Want to find your perfect balance? It all begins with a thoughtful and comprehensive financial plan, married to the optimal mix of investments that will achieve your goals with as little risk as necessary. Have you dedicated the time to formulate a financial plan?

Financial Planning

How much income will your retirement assets need to generate to achieve all your goals? If the unexpected happened to you, would your family be protected? Are you taking on too much or too little investment risk? These are the kinds of questions that a well-crafted financial plan is meant to answer. At LWA, our extensive planning expertise is delivered through our Personal CFO program to help you address a wide range of considerations, including:
Retirement Planning
Retirement Planning
Income & Cash Flow Planning
Income & Cash Flow Planning
Estate, Gift & Trust Planning
Estate, Gift & Trust Planning
Education Planning
Education Planning
Risk Management & Insurance Strategies
Risk Management & Insurance Strategies
Global Asset Allocation
Global Asset Allocation
Philanthropic Planning
Philanthropic Planning
Other Personal Financial Issues
Other Personal Financial Issues
With our Personal CFO, your entire financial life is organized into a single roadmap with clear actionable steps. Regardless of where you are on your journey, we’ll work in concert with your existing advisors to help get and keep you on track.

Want to learn more about this innovative, fee-based planning process?

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Contact Us

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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Schwab is a registered broker-dealer, and is not affiliated with Lenox Wealth Advisors or any advisors whose names appear on this website. Lenox Wealth Advisors is independently owned and operated. Schwab neither endorses nor recommends Lenox Wealth Advisors. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Lenox Wealth Advisors under which Schwab provides Lenox Wealth Advisors with services related to your account. Schwab does not review the Lenox Wealth Advisors website and makes no representation regarding information contained in the Lenox Wealth Advisors website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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