Knowledge is power. Whether you control the family finances, you’re just getting involved, you have lots of experience, or you’re used to someone else taking care of the purse strings, we are here to support you in a way that is comfortable for you.
Feelings about wealth drive many of the choices you make. You’re often forced to make some of your most difficult financial decisions during periods of great stress. Lexington Wealth Management works with nationally-recognized specialists that both train and coach us to help you through the emotional aspects of financial decision-making. We also offer seminars and discussion groups with others in similar circumstances.
Money has long been a subject whispered about in secret, with great discomfort. We believe in breaking this taboo. There is no such thing as a stupid question. So, ask away, jump in and master it—or leave it to us. It’s up to you. Either way, we’ll talk to you clearly, openly, and respectfully.
Money as life-changer.
Inheriting money? Getting divorced? Caring for a relative? Events beyond your control often have financial impact. Don’t let feelings get in way of finances…or vice versa. Let’s talk it out and find solutions that work for you.
If you own a business, we know about juggling it all. We understand the stresses. And we have your back—with honesty, understanding, objectivity, compassion, and deep experience.
You might have heard of our investment management reputation. Here’s why.
You’re on the path to success and wealth. So have a plan. We can help you get there.
Families and money can get tied up in knots. We’ll help untangle it.
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12 Waltham St
Lexington, MA 02421
Phone: (781) 860-7745
Fax: (781) 207-0253