Michael Tucci Email & Phone Number

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.

Listed skills include Wealth Management, Investment Advisory, Investment Management, Financial Advisory, and 8 others.