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