Who We Are

Coromandel Wealth Management (CWM) is a fee-only financial advisory firm founded on the belief that families and individuals should have access to a full range of financial planning services and investment management, together with available investment portfolios that have low expenses and strong performance relative to the market, at a reasonable cost.  CWM addresses these needs through:
  • A comprehensive range of financial planning and investment advisory services.
  • Personal financial planning tailored to the unique needs of each client.
  • A progressive fee structure that is lower than that of most advisory and brokerage firms.
  • A family of low-cost, diversified ETF-based investment portfolios that are designed to meet a broad range of investor needs.

By providing superior service at a reasonable cost, we intend to be the last financial advisor our clients will ever need.


                                    Coromandel Wealth Management    15 Muzzey Street    Lexington, MA  02421    (781) 728-9001           CWM © 2014