12 WALTHAM ST LEXINGTON, MA 02421 Get Directions
12 WALTHAM ST LEXINGTON, MA 02421 Get Directions
We believe in “Connecting the Head and the Heart of Wealth Management”. Connecting, passion, and being real keep us focused on the most important aspects of our job: acting as your advocate. We believe in cost conscious, tailored solutions, utilizing a globally diversified approach including alternative investments, while evaluating and considering taxes along the way. Family office services and access to both male and female advisors are just some of the differences here at Lexington.
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