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Worried about having a successful retirement?  With our comprehensive range of financial planning services, Coromandel Wealth Management helps our clients address the retirement planning issues -- both both before and during retirement -- that most concern them, including:
  • Retirement income planning
  • Client-appropriate investment allocations
  • Tax reduction strategies
  • Medical expense planning
  • Estate planning issues and strategies
  • Insurance coverage reviews
  • Social Security and Medicare optimization
  • Charitable gifting and income options
We are licensed fiduciaries, meaning that we must always put our clients' interests first. 


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