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Philip Vallone

Philip Vallone

The Lenox Group serves the needs of wealthy individuals and their families, endowments, foundations and closely held businesses. The firmโ€™s recommendations take into account prevailing market, economic and geopolitical conditions, but more importantly, are based strictly on clientsโ€™ unique goals, time horizon and tolerance for risk. At the Lenox Group, it is understood that many capable wealth managers are competing for clientsโ€™ 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.

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