Lexington Wealth Management

Lexington Wealth Management

Financial Services, 30 Monument Sq, Lexington, Massachusetts, 01742, United States, 11-50 Employees

lexingtonwealth.com

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phone no Phone Number: 17*********

Who is LEXINGTON WEALTH MANAGEMENT

Our Purpose: Connecting the Head and the Heart of Wealth Management. Our Mission: Lexington Wealth Management is your advocate, committed to preserving and growing your wealth. Our succes...

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industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523930 | Show More

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Lexington Wealth Management Org Chart and Mapping

Employees

Michelle Sacco

Senior Client Service Associate - Advisor Support

Lina C

Client Ambassador / Executive Assistant

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Frequently Asked Questions Regarding Lexington Wealth Management

Answer: Lexington Wealth Management's headquarters are located at 30 Monument Sq, Lexington, Massachusetts, 01742, United States

Answer: Lexington Wealth Management's phone number is 17*********

Answer: Lexington Wealth Management's official website is https://lexingtonwealth.com

Answer: Lexington Wealth Management's revenue is $1 Million to $5 Million

Answer: Lexington Wealth Management's SIC: 6282

Answer: Lexington Wealth Management's NAICS: 523930

Answer: Lexington Wealth Management has 11-50 employees

Answer: Lexington Wealth Management is in Financial Services

Answer: Lexington Wealth Management contact info: Phone number: 17********* Website: https://lexingtonwealth.com

Answer: Our Purpose: Connecting the Head and the Heart of Wealth Management. 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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