The Lenox Group serves the needs of wealthy individuals and their families, endowments, foundations and closely held businesses. The firm’s recommendations take into account prevailing market, economic and geopolitical conditions, but more importantly, are based strictly on clients’ unique goals, time horizon and tolerance for risk. At the Lenox Group, it is understood that many capable wealth managers are competing for clients’ business. The firm is acutely aware that when they choose a manager, they trust them not only with their assets but with their long-term financial security. The Lenox Group committed to providing the service and resources they need to help achieve their evolving financial goals.
Whether you are a wealth-management “insider” or an experienced high net worth investor, you understand that there is really nothing new or novel about a group of financial advisors who join together and pool their talents to serve wealthy investors.
by Philip ValloneDisclaimer: Worth magazine is a financial publisher and does not recommend or endorse investment, legal, insurance or tax advisors. The listing of any firm in the 2023 Worth® Leading AdvisorsTM Program does not constitute a recommendation or endorsement by Worth magazine of any such firm and is not based upon Worth magazine’s experience with, or prior dealings with, any advisor. The information presented for each advisor, including but not limited to any related profile, statistical data, presentation, report, commentary, recommendation or strategy, has been provided by such advisor without review or independent verification by Worth magazine. Any such information is the sole responsibility of the advisor. Worth magazine makes no representation or warranty as to the accuracy or completeness of such information, assumes no liability for any inaccuracies or omissions therein and disclaims responsibility for the suitability of any particular investment recommendation or strategy for any person. Nothing contained in Worth magazine constitutes or should be construed as any form of investment, legal, insurance or tax advice or as a recommendation to buy, sell, hold or trade any securities, financial instruments or assets. Readers are advised to consult their legal, financial, insurance and tax advisors prior to making any investment or pursuing any investment strategy. Past, model or hypothetical performance is not indicative of future results.
