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Coromandel Wealth Strategies

Lexington Financial Advisor

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Main Content

Reducing taxes is difficult.
We make it easy.

We create tax-efficient financial plans, portfolios, retirement income, and estate plans for our clients.

Speak with an Advisor

Fifty and Over

Retirement income, tax planning, Medicare and Social Security strategies.

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Small Business Owners

Tax reduction, business structure, employee benefits.

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Medical Professionals

Tax strategies, retirement planning, business planning.

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Coromandel Wealth Strategies

About Us

Coromandel Wealth Strategies is a fee-based financial planning firm located in Lexington, MA with clients in the Northeast and across the US. We are a full-service financial advisory firm with expertise in retirement planning, tax reduction strategies (family and business), estate planning, insurance, and retirement income planning. As fiduciaries, we always put our clients’ interests first and foremost.

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retirement savings

Services

  • Financial Planning
  • Tax Strategies
  • Estate Planning
  • Medicare & Social Security
  • Insurance
  • Investment Review

Learn more about our Services

Our Team

George Gagliardi, Founder

George Gagliardi, CFP®, MBA

Founder, Financial Advisor

Kate Groves

Kate Groves

Paraplanner, Financial Analyst

John Davi, Chief Investment Officer, Astoria Portfolio Advisors

John Davi

Chief Investment Officer, Astoria Portfolio Advisors

Nick Cerbone

VP Quantitative Strategy, Astoria Portfolio Advisors

MEET OUR TEAM

As Seen In…

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Fortune logo
MarketWatch logo
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Bloomberg logo
Reuters logo
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Barrons logo

READ OUR PRESS MENTIONS

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Coromandel Wealth Strategies
13 Maple Street
P.O. Box 391
Lexington, MA
(781) 728-9001
info@coromandelwealth.com

Coromandel Wealth Strategies
Certified Financial Planner

Advisory services offered by Astoria Portfolio Advisors LLC, a Registered Investment Advisor.

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