Christopher Bertinelli Email & Phone Number

Lenox Advisors is a wealth management and insurance advisory firm offering solutions to individuals, families, and corporate clients. We build close, personal relationships with a select group of clients who share our vision and values. Like our team, you become family. And because you are family, we go above and beyond for you – driven by a collective passion for helping you make decisions that foster financial freedom. As a member of the Lenox Asset Management team, we closely oversee each client’s investments and how they respond to the ever-changing markets. A well-executed asset allocation that emphasizes asset classes and investment vehicles over market cycles is key to each client’s success. I work with a team of highly skilled professionals to develop, implement, and monitor strategies to meet each client’s financial objectives. For complete licensing and disclosure information visit: https://lenoxadvisors.com/About/Licensing

Listed skills include Mutual Funds, Alternative Investments, Asset Allocation, Wealth Management, and 46 others.