Lina Cardone Email

Client Ambassador/Executive Assistant . Lexington Wealth Management

Lexington, MA

Location

LinkedIn

Current Roles

Employees:
42
Revenue:
$4.1M
About
Lexington Wealth is a boutique, fee-only, conflict free investment advisory firm that provides concierge services to meet your all encompasing needs. Established in 1997, the firm is based in Boston and Manhattan and serves clients with a net worth in the $2 to $50 million range. Our practice has come a long way in a decade, growing under the leadership of co-founders Mike Tucci and Kristine Porcaro into a unique independent advisory firm with a specialized focus on personalized attention and innovative investing. Using a novel approach to relationships and portfolios, we develop a comprehensive understanding of clients' lives and then leverage world-class research, a best-in-class reporting package and forward-thinking investment strategies to protect and nurture client wealth down through generations
Lexington Wealth Management Address
12 Waltham St
Lexington, MA
United States
Lexington Wealth Management Email
Lexington Wealth Management Phone Numbers
781-860-7745

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