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Lenox Advisors, Inc.

Overview:

Comprehensive Financial Solutions Built For You

Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients. As your advocate, we take the time to deeply understand your goals and values and then develop strategies to help protect and preserve your wealth.

Backed by a team of highly trained professionals, our advisors have access to a broad range of financial solutions to assist you:

   Financial Planning
   Asset Management
   Insurance & Risk Management
   Employee Benefits
   Executive Benefits

By building comprehensive plans where all the elements are working in unison, we can help you achieve what matters most — a strong financial future for you and your family.

History:

Growth Built on a Strong Foundation

A small group with big plans started in 1999 has now become a premiere wealth advisory firm with a national presence. Lenox began with the unified vision of our managing partners, Michael Book, Greg Large and Rick Van Benschoten — to help our clients navigate the complexities of managing wealth.

By providing objective advice and creating comprehensive plans, Lenox has become a single-source wealth management firm.

The unprecedented success of Lenox Advisors caught the attention of NFP Corp., which acquired the firm in 2002. With the strength and resources of NFP, Lenox Advisors has experienced unprecedented growth and now includes offices in five locations (New York, Stamford, Chicago, Los Angeles and San Francisco) and continues to deliver the same customized solutions now as we have since our inception.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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