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.
  • Low-cost, diversified ETF-based investment portfolios.
  • Perform periodic reviews of clients' tax returns, estate plans, and investments relative to their retirement and other lifetime goals.

By providing superior service at a reasonable cost,

we intend to be the last financial advisor our clients will ever need.


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