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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
March 01, 2007 at 02:00 AM
1666 Massachusetts Ave.
Lexington, Massachusetts 02420
Phone: 781-860-7745
130 West 42nd Street, Suite 904
New York, New York 10036
Phone: 212-697-3930
Web site: www.lexingtonwealth.com
e-mail: [email protected]
Number of advisors in firm: 6
Number of clients: 120
Assets under management: About $200 million
Michael Tucci, President/CEO
Education: BS and MBA, Bentley College
Professional designations: CPA and CIMA
Previous incarnations: Accountant with Deloitte & Touche and Digital Equipment Corp.; founded CPA firm, Tucci & Roselli
Kristine Porcaro, COO/CCO
Education: BS, University of Lowell
Professional memberships: IMCA, The Commonwealth Institute, The Institute for Certified Divorce Financial Analysts, and the Lexington Chamber of Commerce
Previous incarnations: Investors Capital Corporation’s advisory branch, Eastern Point Advisors
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Copyright © 2024 ALM Global, LLC. All Rights Reserved.
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