Lenox Wealth Advisors dba Wealthspire Advisors

United States · 1 Employees
Lenox Wealth Advisors is a wealth management firm that develops and executes sophisticated financial plans and builds custom investment portfolios for our clients which include individuals, families, trusts, not-for-profit organizations, and business entities. As an SEC-Registered Investment Advisor, we have a fiduciary responsibility that defines our client relationships and influences every decision we make on your behalf. Our financial planning capabilities are delivered through our Personal CFO platform by a team of highly trained Certified Financial Planners. At LWA, we take the time to understand your needs, goals and values along with your specific financial facts. Once we agree on your plan together, we then bring it to life. We'll consult with you and coordinate the efforts of your other financial professionals to implement your plan as it was designed and monitor to ensure it stays on course. When the focus shifts to investments, we strive to learn more about your life goals, risk tolerance, liquidity needs and other unique circumstances. Upon agreeing to your investment strategy, we then build a global, multi-asset class portfolio tailored to you. As your needs change, so will your asset allocation. We'll continually assess your circumstances as they change and offer new insights and strategies to help you stay on track. As a subsidiary of NFP Corp., LWA has access to resources and business partners to extend the range and depth of solutions we can offer to clients, from personal risk management to executive benefits to commercial insurance. Our network of technology partners provides us with innovative tools covering financial planning, aggregation, trade clearing, portfolio rebalancing, performance reporting, and administrative support. As a result, we are able to do what we do best – concentrating on our clients, their plans, and their portfolios.

概述

国家 United States
成立时间 2012
总部 521 5th avenue, new york, ny, united states
电话号码 +1212-231-9050
网站 http://www.lenoxwealthadvisors.com
LinkedIn http://www.linkedin.com/company/lenox-wealth-advisors
Twitter
Facebook
员工数 1
行业 financial services,
简介 Lenox Wealth Advisors is a wealth management firm that develops and executes sophisticated financial plans and builds custom investment portfolios for our clients which include individuals, families, trusts, not-for-profit organizations, and business entities. As an SEC-Registered Investment Advisor, we have a fiduciary responsibility that defines our client relationships and influences every decision we make on your behalf. Our financial planning capabilities are delivered through our Personal CFO platform by a team of highly trained Certified Financial Planners. At LWA, we take the time to understand your needs, goals and values along with your specific financial facts. Once we agree on your plan together, we then bring it to life. We'll consult with you and coordinate the efforts of your other financial professionals to implement your plan as it was designed and monitor to ensure it stays on course. When the focus shifts to investments, we strive to learn more about your life goals, risk tolerance, liquidity needs and other unique circumstances. Upon agreeing to your investment strategy, we then build a global, multi-asset class portfolio tailored to you. As your needs change, so will your asset allocation. We'll continually assess your circumstances as they change and offer new insights and strategies to help you stay on track. As a subsidiary of NFP Corp., LWA has access to resources and business partners to extend the range and depth of solutions we can offer to clients, from personal risk management to executive benefits to commercial insurance. Our network of technology partners provides us with innovative tools covering financial planning, aggregation, trade clearing, portfolio rebalancing, performance reporting, and administrative support. As a result, we are able to do what we do best – concentrating on our clients, their plans, and their portfolios.

技术

ASP.NET

Frameworks and Programming Languages

Amazon AWS

Hosting

Microsoft Azure

Hosting

Microsoft Azure Hosting

Hosting

Microsoft Office 365

Other

Microsoft-IIS

Load Balancers

常见问题

Lenox Wealth Advisors dba Wealthspire Advisors 在哪里?

Lenox Wealth Advisors dba Wealthspire Advisors 的总部位于 521 5th avenue, new york, ny, united states

Lenox Wealth Advisors dba Wealthspire Advisors 的电话号码是多少?

Lenox Wealth Advisors dba Wealthspire Advisors 的电话号码是 +1212-231-9050

Lenox Wealth Advisors dba Wealthspire Advisors 的官方网站是什么?

Lenox Wealth Advisors dba Wealthspire Advisors 的公司官方网站是 http://www.lenoxwealthadvisors.com

Lenox Wealth Advisors dba Wealthspire Advisors 是做什么的?

Lenox Wealth Advisors dba Wealthspire Advisors 的业务有哪些?

Lenox Wealth Advisors dba Wealthspire Advisors 的年收入是多少?

Lenox Wealth Advisors dba Wealthspire Advisors 的收入是 8650000美元

Lenox Wealth Advisors dba Wealthspire Advisors 有多少员工?

Lenox Wealth Advisors dba Wealthspire Advisors 有 1 名员工

Lenox Wealth Advisors dba Wealthspire Advisors 属于哪个行业?

Lenox Wealth Advisors dba Wealthspire Advisors 从事以下行业: financial services

Lenox Wealth Advisors dba Wealthspire Advisors 使用什么技术?

Lenox Wealth Advisors dba Wealthspire Advisors 使用的一些流行技术包括: ASP.NET,Amazon AWS,Microsoft Azure,Microsoft Azure Hosting,Microsoft Office 365,Microsoft-IIS

如何联系 Lenox Wealth Advisors dba Wealthspire Advisors?

Lenox Wealth Advisors dba Wealthspire Advisors 联系信息: 电话号码:+1212-231-9050， 网站:http://www.lenoxwealthadvisors.com， 邮箱：-

Lenox Wealth Advisors dba Wealthspire Advisors 的社交媒体链接是什么?

Lenox Wealth Advisors dba Wealthspire Advisors 领英：http://www.linkedin.com/company/lenox-wealth-advisors,fackbook：,twitte:

Lenox Wealth Advisors dba Wealthspire Advisors 是一家上市公司吗?

不是

Lenox Wealth Advisors dba Wealthspire Advisors 的最后一轮融资是什么时候?

暂无最近投资信息

谁投资 Lenox Wealth Advisors dba Wealthspire Advisors?

Lenox Wealth Advisors dba Wealthspire Advisors 有 0 家投资者,包括 。

管理层

员工

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