Our Lenox team builds lasting relationships by focusing on our clients’ needs and concerns and then addressing them through custom, comprehensive wealth management plans. We provide objective advice based on each specific financial situation, and we continually work with clients to help them make informed decisions and keep them on track to meet their goals. Our team has been serving families and business owners in Lenox and throughout New England since the early 90s, previously as ARC Investm...

Our Lenox team builds lasting relationships by focusing on our clients’ needs and concerns and then addressing them through custom, comprehensive wealth management plans. We provide objective advice based on each specific financial situation, and we continually work with clients to help them make informed decisions and keep them on track to meet their goals. Our team has been serving families and business owners in Lenox and throughout New England since the early 90s, previously as ARC Investment Planning & Management, Inc. before joining Apella in 2016. Today, we tap into Apella’s resources, investment research, and educational tools while maintaining the highly personalized service we deliver to every client we serve.