Coromandel Wealth Strategies is a fee-based financial planning and advisory firm based in Lexington, Massachusetts, serving clients in the Northeast and across the United States. The firm provides comprehensive guidance designed to help individuals, families, and businesses manage financial decisions, reduce taxes, and plan for the future. Its services include financial planning, tax strategies, estate planning, insurance, investment reviews, and retirement income planning. The team also assists clients with Medicare and Social Security considerations, retirement planning, and strategies for protecting and using income in retirement.

Coromandel Wealth Strategies works with people aged 50 and over, small business owners, and medical professionals, offering guidance relevant to their distinct financial needs. Business-focused support includes tax reduction, business structure, and employee benefits, while medical professionals can access tax, retirement, and business planning. The firm describes itself as a fiduciary and states that it puts clients’ interests first. Its advisory services are offered by Astoria Portfolio Advisors LLC, a registered investment advisor.