
Lexington Wealth Management announced today that Michael Tucci, CEO and Co-Founder, Kristine Porcaro, President & Co-Founder, and Mark Carley, Managing Director of Family Office Services were recognized as 2018 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 2018 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. 2819 Boston area wealth managers were considered for the award; 532 (19 percent of candidates) were named 2018 Five Star Wealth Managers. 2017: 2467 considered, 623 winners; 2016: 2530 considered, 632 winners; 2015: 3542 considered, 801 winners; 2014: 1707 considered, 655 winners; 2013: 2362 considered, 713 winners; 2012: 2591 considered, 454 winners. Wealth Managers do not pay a fee to be considered or placed on the final list of 2018 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 a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with 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, nor should anything contained herein be construed as a recommendation or advice of any kind. Consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. No investment process is free of risk, and there is no guarantee that any investment process or investment opportunities will be profitable or suitable for all investors. Past performance is neither indicative nor a guarantee of future results. You cannot invest directly in an index.
These materials were created for informational purposes only; the opinions and positions stated are those of the author(s) and are not necessarily the official opinion or position of Hightower Advisors, LLC or its affiliates (“Hightower”). Any examples used are for illustrative purposes only and based on generic assumptions. All data or other information referenced is from sources believed to be reliable but not independently verified. Information provided is as of the date referenced and is subject to change without notice. Hightower assumes no liability for any action made or taken in reliance on or relating in any way to this information. Hightower makes no representations or warranties, express or implied, as to the accuracy or completeness of the information, for statements or errors or omissions, or results obtained from the use of this information. References to any person, organization, or the inclusion of external hyperlinks does not constitute endorsement (or guarantee of accuracy or safety) by Hightower of any such person, organization or linked website or the information, products or services contained therein.
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