Lexington Wealth Management
Lexington Wealth Management offers investment management and wealth planning services, with a focus on women entrepreneurs, multigenerational families, and individuals in transition.
Services
Lexington Wealth Management specializes in investment management and wealth planning services. Their offerings are tailored to meet the diverse needs of women entrepreneurs, multigenerational families, and individuals experiencing significant life transitions. By addressing both the emotional and rational aspects of wealth management, they aim to provide a comprehensive approach to financial planning.
Empower Women Series
Lexington Wealth Management hosts the Empower Women Series, a monthly event designed to focus on the financial empowerment of women. These events provide valuable education and resources tailored to women, encouraging them to take active roles in managing their finances and building wealth.
Office Location
Lexington Wealth Management is located at 12 Waltham St, Lexington, MA 02421. This central location allows them to serve clients from the greater Lexington area and beyond, providing easy access for in-person consultations and meetings.
Tailored Financial Services
Lexington Wealth Management provides services specifically designed for women entrepreneurs, multigenerational families, and individuals in transitional life phases. Their approach integrates both emotional and rational elements of wealth management, ensuring that each client's unique needs and circumstances are addressed comprehensively.