Egidio Lennon Wealth Management | Financial Planning/Wealth Management
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.
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.
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.
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.
