Is it a certain way of life? Fulfillment of responsibilities? Freedom from worry? Whatever you’re working towards, understanding what drives you is essential to mapping out your everyday financial decisions.
We don’t leave you with generic questionnaires that lead to generic investment plans. We sit down with you from the get-go and serve as your partner in open conversations about what you want your money to do for you.
Together, we develop a flexible, sensible financial plan. And rest assured, when life happens to your plans (and it always does), you are never alone. We guide and adjust to help you be resilient in the face of whatever life throws at you.
A good plan is a comprehensive plan. Fueled by ongoing discussion, we pay close attention to your tax concerns, help you set realistic retirement objectives, and provide objective cash-flow analysis far beyond the generic investment plans you may have seen before.
If you’re looking to buy a home, refinance a mortgage, or leverage your income and assets to acquire other types of property, Lexington Wealth Management can help you devise a strategy that is in sync with your life plan.
We have access to a range of credit providers that can help you originate or refinance debt at competitive rates. We’ll run the numbers, evaluate and explain the tax consequences, and then introduce you to some of the best loan specialists in the area.
In fact, to help ensure your needs are being addressed, we team up with strategic partners who provide specialized services as needed. If private banking, art experts, home transition, and luxury vehicle financing are what makes sense for you, we will help make sure your needs are met seamlessly.
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