Lenox Wealth Management Information

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We start with you, not your portfolio. At Lenox, we are financial advisors, managers and motivators who think about wealth in a whole new way. We believe that optimizing wealth in today’s world relies first on understanding your values, recognizing your talents and identifying what wealth really means to you. It’s an empowering new approach, that when combined with our proven financial expertise and solid investment strategies, drives wealth creation, enhances wealth management, and generates wealth impact. It’s doing what it takes for you, your family and your business to maximize potential, manifest dreams and live your best life. It’s us helping you Fund A Life You Love™.

Website	http://fundalifeyoulove.com
Revenue	$6.6 million
Employees	13 (0 on RocketReach)
Founded	1887
Address	8044 Montgomery Rd., Ste. 170, Cincinnati, Ohio 45236, US
Phone	+1 513-618-7080
Fax	(513) 618-7079
Technologies	NSONE (view technologies)
Industry	Financial Services, Finance, Asset Management, Real Estate, Brokerage, Consulting Services (B2B), Investment Management, Investment Banking, Military
Keywords	Wealth Management, Wealth Preservation, Financial Advisor, Financial Freedom, Investment Management, Investment Strategy, Portfolio Management, Wealth Planning, Value Based Investing, Financial Planning, Financial Services, Retirement Planning, Asset Management, Estate Planning, Investment Advisor, Legacy Planning, Tax Planning, Long Term Investments, Retirement Planning Services, Financial Consulting
Competitors	Vanguard, Fidelity Investments, Schwab Advisor Services, Wealthfront, Betterment, Personal Capital, Edward Jones, Merrill Edge, T. Rowe Price, Aspiriant +38 more (view full list)
SIC	SIC Code 6211 Companies, SIC Code 621 Companies, SIC Code 62 Companies
NAICS	NAICS Code 523 Companies, NAICS Code 52 Companies