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’re family, we go above and beyond for you, driven by a collective passion to help you make decisions that foster financial freedom.Backed by a team of specialists, I focus on servicing attorneys, physicians, business owners, tech executives, real estate owners, and corporate clients. With my individual clients, I specialize in comprehensive cash flow & retirement planning, investments, wealth management strategies, risk management, estate planning, succession planning, charitable gifting, and education funding. With corporate clients, I help attract, reward, and retain key employees through structuring in-depth employee benefits strategies and executive carve-out programs.
Listed skills include Retirement Strategy, Estate Planning, Wealth Management, Group Benefit Plans, and 46 others.