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.
Company Details
- Employees
- 29
- Founded
- -
- Address
- 12 Waltham St, Lexington,ma 02421,united States
- Phone
- +1 781-860-7745
- in****@****lth.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- lexingtonwealth.com
- Keywords
- 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, Retirement Planning.
- HQ
- Lexington, MA
Lexington Wealth Management Questions
Lexington Wealth Management's helpline number is +1 781-860-7745
Lexington Wealth Management's website is lexingtonwealth.com
Lexington Wealth Management's LinkedIn profile is https://www.linkedin.com/company/lexington-wealth-management
Lexington Wealth Management has
29 employees.
View email and phone details for 29
employees at Lexington Wealth Management.
Lexington Wealth Management's industry is
Financial Services
Lexington Wealth Management's top competitors are
Tellaro Wealth Management,
Boston Retirement Group,
Ccr Wealth Management,
Rebalance,
Cerity Partners,
Lexington Wealth Management Limited,
Mercer Advisors,
New England Private Wealth Advisors, Llc,
Crestwood Advisors,
Focus Partners Wealth.
Lexington Wealth Management's support email address is info@lexingtonwealth.com
Lexington Wealth Management's categories are Financial Services
Lexington Wealth Management's founding year is 2000
