Greg Sullivan Email & Phone Number

Achieving financial success does not always simplify life. In fact, affluence generally increases the complexity of the decision-making process. The greater one’s wealth, the more time and knowledge must be invested in maintaining its growth, protection and ultimate distribution.Attorneys, accountants, insurance brokers and financial planners can offer invaluable advice, but because most offer services independent of one another, it is often up to their clients to sift through the individual recommendations, evaluating each to determine which are the most appropriate.An ideal solution is a wealth management firm that can help define and achieve each client’s unique, long-term goals through a comprehensive, holistic program of investments, tax planning, asset allocation, risk management, insurance, retirement planning and estate planning.Greg Sullivan and his team at Lenox Advisors help provide that solution... in an independent, objective and integrated fashion. A single-source wealth management firm for successful executives, affluent individuals, business owners, professional athletes and entertainers, Lenox provides oversight and strategic management of every aspect of clients` financial lives. Most clients retain Lenox to be their “Personal CFO,” coordinating all aspects of their financial lives, including retirement planning, asset management, risk management, estate planning, insurance, children’s college education, etc.For corporate clients, Greg and the team advise them on benefit programs and qualified plans for their employees, including customized carve-out programs for senior executives. Specialties:For more information about the services provided by Greg & Lenox Advisors, please visit www.lenoxadvisors.com.