With corporate clients, I help attract, reward, and retain key employees. 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. Backed by a team of specialists, I focus on servicing corporate clients, attorneys, hedge fund managers, and business owners. With my individual clients, I specialize in wealth management, comprehensive estate planning, and cash flow & retirement strategies. With corporate clients, I help attract, reward, and retain key employees through structuring in-depth employee benefits strategies and executive carve-out programs.
