Lexington Wealth Management Acquires Meyer Investment Advisory from Sarasota Florida
By Lexington Wealth Management on December 11, 2017
December 4,2017
Lexington Wealth Management would like to announce the acquisition of Meyer Investment Advisory and welcome its clients to the Lexington Family.
“We are very excited to have Marjorie’s clients find a home with us. We believe it could not have been a more natural fit for her and her clients. Our firm is eager to start working with all of them and have them be part of our firm for many years to come” said Kristine Porcaro, Co-Founder of Lexington Wealth.
“Marjorie has done a tremendous job over the years with her clients and we are honored she chose us to be the new home for her clients. We have big shoes to fill but we are certain we will add tremendous value to all of her clients. We look forward to learning and growing with all of them” added Michael Tucci, Co-Founder of Lexington Wealth.
Lexington Wealth Management now serves more than 300 families all across the United States and hopes to keep growing even more in the years to come without compromising the personal care and quality that it has come to be known for throughout the years.
About Lexington Wealth Management
Lexington Wealth Management is a boutique, fee-only, independent investment and financial advisory firm that goes 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 and Manhattan, the firm is nationally recognized for uncovering the best, most intelligent path for clients to connect the head and the heart of wealth management. For more information, please visit www.lexingtonwealth.com.
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