Lexington Wealth is a boutique, fee-only, conflict free investment advisory firm that provides concierge services. Established in 1997, the firm is based in Boston and Manhattan and serves high net worth individuals with an emphasis on those who have gained wealth through life transitions (i.e., the sale of a business, a divorce, an inheritance).
Our practice has come a long way in a decade, growing under the leadership of co-founders Mike Tucci and Kristine Porcaro into a unique independent advisory firm with a specialized focus on personalized attention and innovative investing. Using a novel approach to relationships and portfolios, we develop a comprehensive understanding of clients' lives and then leverages world-class research, a best-in-class reporting package and forward-thinking investment strategies to protect and nurture client wealth down through generations.
The well-being of our clients is what matters most to us, and to preserve that outlook we don't have any proprietary products to push. We believe in the concept of "open architecture" investing: choosing the best investment products and services based our clients' individual needs, unencumbered by commission concerns or soft-dollar considerations that can cloud objectivity.
We also recognize that wealth is an emotional minefield. Leaving that off the table of wealth management would be missing the point - we embrace the fact that financial decisions during major life events are profoundly impacted by a client's state of mind. That's why we're one of the first wealth management firms in the country to engage a psychologist as part of our team. In fact, because our clients often turn to us to help them cope with life-changing events, we also work closely with CPAs, estate executors or attorneys, and divorce attorneys to address a particular client's unique circumstances.
