Connecting the Head and Heart

Welcome to Lexington Wealth Management

WHAT WE DO

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You might have heard of our investment management approach. 

Here's how we invest.

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You’re on the path to success and wealth. So have a plan.

We can help you get there.

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Families and money can get tied up in knots.

We’ll help untangle it.

WHO WE ARE

WHO WE SERVE

lexington wealth who we serve- retirement financial planning

You’re thinking about the next phase of life. We’ll help you navigate the waters safely.

lexington wealth financial advisors for women

Women, let’s get money to be a source of strength, not anxiety.

lexington wealth who we serve - entrepreneurs

You’re an entrepreneur and accumulating wealth. We’ll help you strategize.

lexington wealth who we serve muligenerational family wealth

Your wealth is growing in size and complexity and your family is, too. We’ll help you create a multigenerational plan and legacy.

CONNECTING THE HEAD AND HEART OF WEALTH MANAGEMENT

EMPOWER WOMEN SERIES

Empower Women Series

Join us every second Tuesday of the month to hear our talks. Each event covers a new topic—sometimes it’s a money-related topic, and other times it’s not.

LEARN MORE

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Office
12 Waltham St
Lexington, MA 02421
Phone: (781) 860-7745
Fax: (781) 207-0253


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Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org ©2022 Hightower Advisors. All Rights Reserved.