Colin Lennox, CFP®, CPWA®
Advisor, Wealth Management
Location
Troy, MI
248.952.5000
Education
Kalamazoo College
BA, economics
Current Role
Colin’s approach to wealth management is comprehensive and client centered. By
approaching each relationship as a client’s personal CFO, he ensures that each aspect
of a client’s financial life is integrated into the goals defined and solutions offered.
Colin collaborates with a cross-functional team at Rehmann allowing for a proactive and holistic service offering, taking into account the complexities of income and estate tax laws, investment management, and risk management to provide unique and tailored strategy for each client’s situation.
Service Areas
- Comprehensive financial planning
- Investment analysis and portfolio design
- Wealth transfer planning
- Family office and multi-generational wealth planning
- Executive compensation
- Risk management
Experience
Colin began his financial services career in 2014 and has supported ultra-high net worth individuals and their families and business owners. He has extensive experience managing most aspects of his client’s financial lives from money movements to complex estate planning.
Prior to joining Rehmann in 2024, Colin was a financial advisor and investment research analyst for 10 years at Plante Moran Financial Advisors where he provided wealth management services to ultra-high net worth clients.
Colin received the CFP® certification from the Certified Financial Planner™ Board of Standards and the CPWA® designation from the Investments & Wealth Institute.
A Closer Look
- Colin graduated from Kalamazoo College cum laude with honors in economics.
Securities offered through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Wealth, a Registered Investment Advisor. Insurance services offered through Rehmann Insurance Group. Certified Financial Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 1500 W. Big Beaver Rd., 2nd Floor, Troy, MI 48084 | 248.952.5000
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