Forge Your Path to Fulfillment

Planning for a lifetime of financial security

Confidently Pursue Your Dreams

We will help you make educated choices for your financial future.

You have worked hard your entire career to get to this point. That’s why you deserve to enjoy a rewarding and fulfilling financial future. At Egidio Lennon Wealth Management, we want to help you confidently move toward the retirement you envision.

Creative and Seasoned Advice

When it comes down to planning for the future, people nearing or recently retired face many financial challenges. Between various retirement plans, 403(b) plans, 457(b) plans, pensions, Social Security, and individual investments, you may have a complex retirement picture.

Creative and Seasoned Advice

You need creativity and seasoned financial advice to succeed. For more than 20 years, we’ve provided our clients with guidance in the areas of retirement, estate, investment, tax planning, and more.

Retirement Planning

Get guidance on social security, tax strategies, distributions, and more.

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Estate Planning

Pass on your assets to whom you choose most efficiently.

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Investment Management

Take advantage of smart, strategic management of your portfolio.

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Tax Planning

Minimize the tax burdens you face now and in the future.

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Guiding You Through the “Retirement Red Zone”

We have the skills and knowledge to help clients who are in the “Retirement Red Zone”—those individuals nearing or recently retired, who need specialized coaching to pursue their goals.

You Need an Advisor with the Heart of a Teacher

We often take on the role of teacher and work with our clients to help educate them on the appropriate strategies that are available to them, so they can make more informed financial decisions. Register to attend our upcoming Educators’ Workshops.

Our Workshops

Tap Into Our Specialized Knowledge

The Egidio Lennon Wealth Management team has an in-depth understanding of the intricacies of the Connecticut Teachers’ Retirement System, so we can help you effectively coordinate your benefits to maximize your retirement income potential.

Let Us Help Forge Your Path Forward

Reach out today to schedule your complimentary consultation.

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