LWM is fee-only and structured to mitigate conflicts of interest. We take no commission or soft dollars; we offer no pre-packaged models or proprietary products. We recommend and construct the financial framework that aligns with and works hardest to meet your goals. We listen.
Then we add in insights from nationally-recognized financial and tax planners, sophisticated research, a comprehensive reporting package, forward-thinking investment strategies-and lots of conversations with clients.Today, Lexington Wealth Management serves more than 300 individuals, wealthy families, and small businesses, with a net-worth in the $2- to $100-million range.
Then we add in insights from nationally-recognized financial and tax planners, sophisticated research, a comprehensive reporting package, forward-thinking investment strategies-and lots of conversations with clients.Today, Lexington Wealth Management serves more than 300 individuals, wealthy families, and small businesses, with a net-worth in the $2- to $100-million range.
Services
There's an impressive diversity of talent and knowledge within our team. Together we offer consulting, operational, and technical experience acquired through careers in the financial services industry and more than two decades of in-depth counseling to individuals, families, and companies in and around Lexington.
After the success of the Empower Women Series (EWS) events led by our President Kristine Porcaro, we are now launching a podcast dedicated to sharing the knowledge of the amazing guests who make the EWS a reality. You will get to listen to the key takeaways of our guest speakers in a candid and freeform conversation.
We had a lively and informative discussion about the possible policy implications of the election results. Key Points U.S. stocks continue to trend higher, indicating investor optimism about economic growth. Key Points U.S. stocks have been fairly resilient in the face of slowing economic growth and rising fears of a recession.
Reviews (1)
Karen Donadio
Dec 24, 2016
Report
The brightest financial people in the industry have your back. LWM is a fundemental necessity for all saving for the future. The staff is personable, diversely educated, and always treat you like family; from the first phone call to home visits, this team gets it done. My family has trusted this team for more than ten years and they never disappoint. The markets have not always been easy to work, yet, LWM have a system that will always keep you informed up to the minute. This company is the real deal.
Karen F Donadio
Karen F Donadio
