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.The 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.Steven Serotte 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.Specialties: For more important information about the services provided by Steven Serotte and Lenox Advisors, please visit www.lenoxadvisors.com. Please note: Steven Serotte provides financial planning services through Lenox Advisors and offers securities products and asset management services through MML Investors Services. Lenox Advisors and MML Investors Services are not affiliated. CA Insurance License # 0C37536
Listed skills include Wealth Management, Investments, Retirement Planning, Estate Planning, and 1 others.
