Home page - revised 7-2018
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.
Coromandel Wealth Management • 15 Muzzey Street • Lexington, MA 02421 • (781) 728-9001 CWM ©2020