Planning

You’re working hard. Let’s make sure you’re getting what you work for.

Is it a certain way of life? Fulfillment of responsibilities? Freedom from worry? Whatever you’re working towards, understanding what drives you is essential to mapping out your everyday financial decisions.

We don’t leave you with generic questionnaires that lead to generic investment plans.  We sit down with you from the get-go, your partner in open conversations about what you want your money to do for you.

Together, we develop a flexible, sensible financial plan. And rest assured, when life happens to your plans (and it always does), you are never alone. We guide and adjust so that you’ll be resilient in the face of whatever life throws at you.

A good plan is a comprehensive plan. Fueled by ongoing discussion, we pay close attention to your tax concerns, help you set realistic retirement objectives, and provide objective cash-flow analysis far beyond the generic investment plans you may have seen before.

Debt consolidation, lending, and mortgages

If you’re looking to buy a home, refinance a mortgage, or leverage your income and assets to acquire other types of property, Lexington Wealth Management can help you devise a strategy that is in sync with your life plan.

We have access to a range of credit providers that can help you originate or refinance debt at exceptional rates. We’ll run the numbers, evaluate and explain the tax consequences, and then introduce you to some of the best loan specialists in the area.

Concierge Service

In fact, to ensure all of your needs are being addressed, we team up with strategic partners who provide specialized services as needed. If private banking, art experts, home transition, and luxury vehicle financing are what make the most sense for  you, we will make sure your needs are met seamlessly.

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