If you are looking to align with a vibrant growing firm, either to continue to be part of growing something bigger or as you contemplate a succession plan or next phase of life plan, Lexington Wealth Management will support your next move.
We can help you get where you want to be by delivering strength and flexibility to support you and your valued clients. Your clients will gain an expanded range of services and solutions as their investment and planning needs evolve over time. We will surround them with additional team members to shift responsibilities, allowing for team members to develop their careers and grow into their optimal roles.
We understand the importance of caring for the client relationships you have cultivated over your career. At Lexington Wealth Management, we know how to manage client expectations as their trusted advisor moves towards the next phase of life. We have crafted a decisive path to retain and build engagement with clients, thus maximizing the value you have built while rewarding you for your success.
We seek out growing, successful wealth management firms that have a strong history of building client relationships paired with an eye on the future. We look for firms and principals who want to continue to grow and recognize that a partnership with Lexington Wealth Management means resources to support expansion, back-office scalability, succession planning and far more. We ally best with firms that want to continue to manage the business they’ve built as a long-term part of a collaborative community.
Lexington Wealth Management is a fee-only wealth management firm serving more than 600 individuals, wealthy families and small businesses with assets in the $2 million to $100 million range. We’re based in Lexington, MA, but have clients all over the country. Mike and Kris came together in 2000 and have been early adopters of new technologies and services ever since. We also stand at the vanguard of another emerging national trend, focusing on the emotional and psychological factors that often impact financial decisions.
The firm is affiliated with Hightower Advisors, a growth-focused wealth management business with a sophisticated multi-custodian platform that provides operational, business, technology and human resources support. Partnering with Hightower, Lexington Wealth Management offers clients high-touch, personalized wealth management services plus sophisticated investment and technology solutions.
Hightower has an experienced team of professionals who have led dozens of transactions. We proudly commit to minimize disruption of your business throughout the merger process and are committed to ensuring your clients and team experience a smooth transition.
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12 Waltham St
Lexington, MA 02421
Phone: (781) 860-7745
Fax: (781) 207-0253