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Worried about a successful retirement?  Coromandel Wealth Management helps our clients address the retirement planning issues -- both before and during retirement -- that most concern them, including:
  • Retirement income planning
  • Investment allocations
  • Estate planning issues and strategies
  • Tax reduction strategies
  • Social Security and Medicare optimization
  • Charitable gifting and income options
  • Education financing
    Contact us for a free initial consultation, or make an appointment.

         
                                                                           



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                           Coromandel Wealth Management  •  15 Muzzey Street  •  Lexington, MA  02421  •  (781) 728-9001               CWM ©2021