


Lexington Wealth Management Email Formats
Financial Services • Lexington, Massachusetts, United States • 21-50 Employees
Lexington Wealth Management Email Formats
Lexington Wealth Management uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@lexingtonwealth.com), used 68.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@lexingtonwealth.com | 68.4% |
{first name}.{last name} | john.doe@lexingtonwealth.com | 21.1% |
{first initial}{last name} | jdoe@lexingtonwealth.com | 10.5% |
Key Contacts at Lexington Wealth Management
Michael Tucci
Ceo & Co-Founder
Kristine Porcaro
Co-Founder
Arthur Raymond Randall
Managing Director
Mark Carley
Managing Director
Frank Censullo
Director, Family Wealth & Estate Planning
Kerry Luria
Managing Director - Advisor Service
Bruce Thompson
Managing Director
Gary Pomerantz
Managing Director
Company overview
| Headquarters | 12 Waltham St, Lexington, MA 02421, US |
| Phone number | +17818607745 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Private Client, Family Office, Wealth Management, Retirement Planning, Financial Planning, Women And Wealth, Asset Allocation And Location, Emotional Side Of Wealth, Next Gen Planning, Tax Enhanced Investment Strategies |
| Founded | 2000 |
| Employees | 21-50 |
| Socials |
About Lexington Wealth Management
Our Purpose: Connecting the Head and the Heart of Wealth Management. For additional information and disclosures please visit: https://lexingtonwealth.com/ Our Mission: Lexington Wealth Management is your advocate, committed to preserving and growing your wealth. Our success together comes from an open dialogue that allows us to hear and understand your unique living story. With your interests at heart, we then guide you through emotional decisions that often accompany transitions in different stages of life. Helping you achieve your life- and financial goals with smart, personalized advice and execution: this is what we do best. Our Business: Lexington Wealth Management is a boutique, fee-only, wealth management firm, that believes in connecting the head and the heart of wealth management. The firm is based in Lexington, MA and serves high net worth individuals. Using a personal approach to relationships and investments, Lexington Wealth develops a comprehensive understanding of clients’ lives and provides a solution that details every nuance of their investment beliefs into their portfolio. The firm employs forward-thinking strategies to show clients the most effective pathways to preserving their wealth, achieving peace of mind and retaining control over their financial lives.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Lexington Wealth Management has 17 employees across 6 departments.
Departments
Number of employees
Lexington Wealth Management Tech Stack
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