HEAD AND THE HEART

Helping you untangle complicated money matters.

We connect the head and the heart of wealth management; that’s where logic and emotion come together and sometimes clash. We truly get to know who you are and what you want your money to do for you.

We believe open and honest conversation matters.

We listen with the heads of advisors and entrepreneurs and the hearts of social workers. It’s your money, and we want you to feel good about it.

MEET THE TEAM

OUR VIEW OF YOU

Money can be complex, confusing, and emotional. If you’re not comfortable with a financial decision, we will work with you to find the right one. At Lexington Wealth Management, we take a 360º view of your needs, feelings, resources, and goals and then craft plans to meet your expectations.

We understand financial decisions during significant life events can be profoundly affected by your state of mind (lots of research supports this!). Therefore, we are here to be your objective guide.

Significant life decisions should be part of the process. So should your comfort in addressing them. Because our clients often turn to us to help cope with life-changing events, our investment management and risk management expertise are just part of your plan.

MORE ABOUT US

TEAM APPROACH

We work closely with accountants, estate attorneys, divorce attorneys, and other professionals to provide solutions. Whatever your unique circumstances, we assemble the team to do the job with as little drama as possible.

We call it "Connecting the Head and Heart of Wealth Management™."

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

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