Egidio Assante Lennon Wealth Management

Egidio Assante Lennon Wealth Management provides guidance to clients in the areas of retirement, estate, investment, and tax planning. Their risk management is to reduce monetary and other losses that could be brought on by risks to their assets, business, or health. Identifying the risk sources is the first line of defense, followed by avoiding or minimizing the primary exposures. In order to prepare for retirement, they assess their financial situation now and devise an accumulation plan. Their tax planning considers the tax implications of individual, investment, or business decisions.