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Lexington Wealth Management

Lexington Wealth Management Email Formats

Financial ServicesFlag of USLexington, Massachusetts, United States21-50 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.

FormatExamplePercentage
{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

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Michael Tucci

Ceo & Co-Founder

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Kristine Porcaro

Co-Founder

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Arthur Raymond Randall

Managing Director

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Mark Carley

Managing Director

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Frank Censullo

Director, Family Wealth & Estate Planning

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Kerry Luria

Managing Director - Advisor Service

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Bruce Thompson

Managing Director

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Gary Pomerantz

Managing Director

Company overview

Headquarters12 Waltham St, Lexington, MA 02421, US
Phone number+17818607745
Website
NAICS52
SIC621
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
Founded2000
Employees21-50
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

Entry
C-Suite
Senior

Employees by Department

Lexington Wealth Management has 17 employees across 6 departments.

Departments

Number of employees

Funding Data

Explore Lexington Wealth Management's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2019-09-2019N/A

Funding Insights

1

Number of funding rounds

Lexington Wealth Management Tech Stack

Discover the technologies and tools that power Lexington Wealth Management's digital infrastructure, from frameworks to analytics platforms.

jQuery CDN

jQuery CDN

CDN

reCAPTCHA

reCAPTCHA

Security

Contentful

Contentful

CMS

PWA

PWA

Miscellaneous

Google Maps

Google Maps

Maps

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

Google Analytics

Google Analytics

Analytics

YouTube

YouTube

Video players

Bootstrap

Bootstrap

UI frameworks

styled-components

styled-components

Development

Amazon S3

Amazon S3

CDN

Frequently asked questions

Lexington Wealth Management is located in Lexington, Massachusetts, US.
You can reach Lexington Wealth Management at +17818607745.
Lexington Wealth Management was founded in 2000, making it 26 years old. The company has established itself as a significant player in its industry over this time.
Lexington Wealth Management has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

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