Michael Tucci

Michael Tucci Email and Phone Number

CEO and Co-Founder @ Lexington Wealth Management
Lexington, MA, US
Michael Tucci's Location
Lexington, Massachusetts, United States, United States
Michael Tucci's Contact Details
About Michael Tucci

Mike Tucci is committed to offering clients a unique approach to wealth management by personally engaging with them and taking a holistic view of their needs. His experiences as a CPA, an entrepreneur, and a devoted and involved family man give him the personal insight to know how wealth can impact people, and what kind of service will bring the most value.After several years of experience as an accountant at such internationally recognized firms as Deloitte & Touche and Digital Equipment Corporation, Mike founded the CPA firm of Tucci & Roselli. He worked primarily with institutional clients, which revealed to him the difficulties that many individuals encountered while trying to obtain competent, independent investment advice.This inspired him to attend Wharton to become a CIMA (Certified Investment Management Analyst) and, eventually, to found Lexington Wealth in 1998.Since that time, Mike has put client advocacy at the core of his firm’s approach, striving to bring together the “heart” of his client’s goals with the “head” of sound investment strategy. Heestablished a team of talented professionals who together offer creative, well-rounded, and independent financial solutions that fit the needs of each client.

Michael Tucci's Current Company Details
Lexington Wealth Management

Lexington Wealth Management

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CEO and Co-Founder
Lexington, MA, US
Employees:
29
Michael Tucci Work Experience Details
  • Lexington Wealth Management
    Ceo And Co-Founder
    Lexington Wealth Management
    Lexington, Ma, Us
  • Lexington Wealth Management
    Ceo & Co-Founder
    Lexington Wealth Management 2001 - Present
    Lexington, Ma, Us
    Lexington Wealth Management is a boutique, fee only, investment advisory firm providing comprehensive investment management solutions and concierge services to wealthy families.
  • Tucci & Roselli, Cpa'S
    Partner
    Tucci & Roselli, Cpa'S 1991 - 2001

Michael Tucci Skills

Wealth Management Investment Advisory Investment Management Financial Advisory Investment Strategies Investments Alternative Investments Entrepreneurship Wealth Estate Planning Asset Allocation Asset Management

Michael Tucci Education Details

  • Bentley University - Mccallum Graduate School Of Business
    Bentley University - Mccallum Graduate School Of Business
    Finance
  • Bentley University
    Bentley University
    Business
  • The Wharton School
    The Wharton School
    Cima

Frequently Asked Questions about Michael Tucci

What company does Michael Tucci work for?

Michael Tucci works for Lexington Wealth Management

What is Michael Tucci's role at the current company?

Michael Tucci's current role is CEO and Co-Founder.

What is Michael Tucci's email address?

Michael Tucci's email address is mt****@****ors.com

What is Michael Tucci's direct phone number?

Michael Tucci's direct phone number is +178186*****

What schools did Michael Tucci attend?

Michael Tucci attended Bentley University - Mccallum Graduate School Of Business, Bentley University, The Wharton School.

What are some of Michael Tucci's interests?

Michael Tucci has interest in Family, Trips To The Maine Coastline, Teaching Sunday School, Baseball.

What skills is Michael Tucci known for?

Michael Tucci has skills like Wealth Management, Investment Advisory, Investment Management, Financial Advisory, Investment Strategies, Investments, Alternative Investments, Entrepreneurship, Wealth, Estate Planning, Asset Allocation, Asset Management.

Who are Michael Tucci's colleagues?

Michael Tucci's colleagues are Emma Porcaro, Ryan Bonvie, Andrea Young, Sharon Walker, Jonathan Marcus, Cfp®, Aif®, Chet Marcus, Bruce Thompson.

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