Michael Tucci, CPA, CIMA

“We offer the services any client expects from a highly-qualified investment consultant, but more importantly, we take the time to listen, understand, and explain our approach. Our clients know we are acting in their best interests because they know we understand what ‘best interests’ means to them.”

As CEO and Co-Founder of Lexington Wealth Management, Michael is committed to offering clients a memorable approach to wealth management by personally engaging with them and taking a holistic view of their needs. His 25 years of experience as a CPA, entrepreneur, and devoted and involved family man gives him the personal insight to know how wealth can impact people, and what kind of service will help bring the most value.

After several years of experience as an accountant at Deloitte & Touche and Digital Equipment Corporation, he founded the CPA firm Tucci & Roselli. He worked primarily with institutional clients, which revealed the difficulties that many Boards encounter while trying to obtain competent, independent investment advice. This inspired Michael to attend the CIMA (Certified Investment Management Analyst) program at The Wharton School and to co-found Lexington Wealth Management in 2000.

Since that time, he has put client advocacy at the core of the practice’s approach, striving to bring together the “heart” of his clients’ goals with the “head” of sound investment strategy. At Lexington Wealth, we have established a team of talented professionals who together offer creative, well-rounded, and independent-minded financial solutions that fit the needs of each client.

Michael’s belief in understanding the full picture and keeping personal interactions at the heart of the decision-making process extends to his involvement in a number of associations. He is a member of the Entrepreneurs Organization, the Investment Management Consulting Association, The Boston Estate Planning Council, the American Institute of Certified Public Accountants, and the Massachusetts Society of Certified Public Accountants. In addition, he donated several years of time and knowledge as Treasurer for the Lexington Chamber of Commerce.

Michael is a strong believer in family, and tackles both his professional and personal lives with equal zeal. He takes pride in his community involvement and has served as assistant commissioner of the AAA Winchester Little League, coached Little League and basketball teams, and takes every opportunity to work with kids. He especially enjoys helping kids understand the importance of team dynamics and lessons that can be learned through sports.

Mike graduated from Bentley College with a Bachelor of Science degree in Business and an MBA with a Finance concentration. He is also a CPA. Mike frequently shares his insights at speaking engagements and with media such as BusinessWeek, The Los Angeles Times, and The Boston Globe. He was also listed as one of Worth’s Top 250 Wealth Advisors (2008) and Boston Magazine’s Five Star Wealth Manager (2015).

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Five Star Professional is not an advisory firm, and the content of this material should not be considered financial advice. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com