Financial Advisors
Lexington, MA
Coromandel Wealth Strategies is an independent financial advisory firm based in Lexington, MA, specializing in comprehensive wealth management and financial planning for individuals and families. The firm provides personalized investment management, retirement planning, tax-efficient strategies, and estate planning guidance tailored to each client's unique goals. Their fee-only approach ensures alignment with client interests rather than commission-based incentives.
Ideal for: Affluent individuals and families seeking personalized wealth management, pre-retirees and retirees planning income strategies, business owners managing concentrated wealth
Service area: Lexington, MA and Greater Boston Area
Fee-Only Model: Operates on a fee-only basis, meaning compensation comes directly from clients rather than commissions, eliminating conflicts of interest.
Independent Firm: As an independent advisor, Coromandel can recommend strategies and products based purely on client needs without institutional constraints.
Comprehensive Planning: Offers integrated financial planning that addresses investments, retirement, taxes, and estate planning as interconnected pieces of a unified strategy.
Address: 13 Maple St, Lexington, MA 02420
Phone: (781) 728-9001
Website: coromandelwealth.com
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