Lexington Wealth Management announced today that their CEO and Co-Founder Michael Tucci was recognized as a 2015 Boston Five Star Wealth Manager. Award winners appeared in a special section in the February issue of Boston Magazine.
Boston Magazine and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Among many distinguishing attributes, the average one-year retention rate for all award winners is above 96 percent.
“It’s an honor to be recognized by Five Star Professional and Boston Magazine. I believe winning this award is a testament to the depth and skill of our Lexington Wealth Management team. I am thankful for all of their hard work,” says Michael Tucci.
“Lexington Wealth Management is a boutique, fee-only, independent wealth management firm. We go beyond the constraints of traditional wealth management to help clients connect the head and the heart of wealth management as they face important decisions in life. Based in Boston, the firm is nationally recognized for helping clients get to the 5% of what really matters most in life.”
To receive the 2015 Five Star Wealth Manager award, researched and managed by Five Star Professional, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. 3542 wealth managers in the Boston area were considered for the award. 801 were named 2015 Five Star Wealth Managers which represents less than 7% of the total wealth managers in the area. Wealth Managers do not pay a fee to be considered or placed on the final list of 2015 Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
Lexington Wealth Management is registered with HighTower Advisors, LLC, an SEC registered investment adviser and/or Hightower Securities, LLC, member FINRA and SIPC. Advisory services are offered through HighTower Advisors, LLC. Securities are offered through HighTower Securities, LLC.
This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is neither indicative nor a guarantee of future results. The investment opportunities referenced herein may not be suitable for all investors.
All data or other information referenced herein is from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other data or information contained in this presentation is provided as general market commentary and does not constitute investment advice. Lexington Wealth Management, HighTower Advisors, LLC nor any of its affiliates make any representations or warranties express or implied as to the accuracy or completeness of the information or for statements or errors or omissions, or results obtained from the use of this information. Lexington Wealth Management and HighTower Advisors, LLC assume no liability for any action made or taken in reliance on or relating in any way to this information. The information is provided as of the date referenced in the document. Such data and other information are subject to change without notice. This document was created for informational purposes only; the opinions expressed herein are solely those of the author(s) and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
Lexington Wealth Management, HighTower Advisors, LLC nor any of its affiliates provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax or legal advice. Clients are urged to consult their tax and/or legal advisor for related questions.
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