Our Purpose:
Connecting the Head and the Heart of Wealth Management.
For additional information and disclosures please visit: https://lexingtonwealth.com/
Our Mission:
Lexington Wealth Management is your advocate, committed to preserving and growing your wealth. Our success together comes from an open dialogue that allows us to hear and understand your unique living story. With your interests at heart, we then guide you through emotional decisions that often accompany transitions in different stages of life. Helping you achieve your life- and financial goals with smart, personalized advice and execution: this is what we do best.
Our Business:
Lexington Wealth Management is a boutique, fee-only, wealth management firm, that believes in connecting the head and the heart of wealth management. The firm is based in Lexington, MA and serves high net worth individuals. Using a personal approach to relationships and investments, Lexington Wealth develops a comprehensive understanding of clients’ lives and provides a solution that details every nuance of their investment beliefs into their portfolio. The firm employs forward-thinking strategies to show clients the most effective pathways to preserving their wealth, achieving peace of mind and retaining control over their financial lives.
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所属行业
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金融服务
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规模
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11-50 人
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总部
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Lexington，MA
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类型
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私人持股
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创立
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2000
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领域
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Wealth Management、Financial Planning、Asset Allocation and Location、Tax Enhanced Investment Strategies、Private Client、Family Office、Emotional Side of Wealth、Connecting the Head and the Heart of Wealth Management、Women and Wealth、Next Gen Planning和Retirement Planning
