Lenox Advisors embraces a radically simple approach to private wealth management. We start with a deep understanding of the unique needs and values of each client, and then integrate a team of trusted advisors — attorneys, accountants, and financial planners — to create a comprehensive plan.
The ability to service you holistically helps ensure that all your assets are considered while working together towards your stated goals. Our leading-edge technology platform provides access to the best-in-class solutions and provides transparency into all the elements of your plan. And, since we have a fiduciary responsibility to do what’s best for you, you can be assured that our recommendations will always put your interest first.
Our goal is to help you make informed decisions that maximize the potential of your financial life.