Wealth Management in Lexington, MA

We did the hard work of finding trustworthy partners in Lexington, MA. Fill out the form to get connected.
Scroll to List of Firms

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Lexington, MA Wealth Management Firms

Lexington Wealth Management
SEC File# 801-69625
CRD# 145323
5 out of 5
Location 12 Waltham St, Lexington, MA 02421, USA
Phone (781) 860-7745
Language http://www.lexingtonwealth.com/
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Wealth Management in Lexington, MA

Where Wealth Management Advisors in Lexington, MA Serve

Lexington, MA is a historic town located in Middlesex County, Massachusetts. The town is known for its rich history, including the Battle of Lexington, which took place on April 19, 1775, and marked the beginning of the American Revolution. Some of the town's most notable landmarks include the Lexington Minuteman Statue, the Lexington Battle Green, and the Lexington Depot. In terms of top employers, Lexington is home to a number of technology and healthcare companies, including Raytheon, Shire Pharmaceuticals, and Imprivata. These companies contribute to the town's thriving economy and provide employment opportunities for residents. Major highways that run through Lexington include Route 2 and Interstate 95, making it easy for residents to commute to nearby cities such as Boston and Cambridge. Some of the town's major streets include Massachusetts Avenue, Waltham Street, and Bedford Street. Lexington is made up of several distinct neighborhoods, each with its own unique character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Lexington, MA could benefit from a bank in a multitude of ways. One specific way is by offering low-interest loans for home renovations, which is particularly important in a town known for its historic homes. With many homes in Lexington dating back to the 18th and 19th centuries, there is often a need for repairs and updates to maintain the integrity of the homes. Additionally, a bank could provide financial education and resources for residents who may be struggling to manage their finances, as the cost of living in the Boston area can be quite high. Furthermore, a bank could offer investment opportunities for residents looking to grow their wealth, as many in Lexington are highly educated professionals working in industries such as technology and healthcare. Overall, a bank in Lexington could provide valuable support for residents in a variety of ways.

Insurance Broker

Residents of Lexington, MA can benefit from the services of an insurance broker in various ways. Firstly, an insurance broker can help them navigate the complex and ever-changing insurance market in the state. Lexington, MA is known for its high cost of living and expensive real estate, which means that residents need to have adequate insurance coverage to protect their assets. An insurance broker can help them find the right policies that offer comprehensive coverage at affordable rates. Additionally, an insurance broker can help residents understand the intricacies of insurance policies, such as deductibles, exclusions, and limits. This knowledge can help them make informed decisions about the type and amount of insurance coverage they need. Finally, an insurance broker can provide personalized service and support to residents, helping them file claims, resolve disputes, and manage their policies effectively. Overall, an insurance broker can be a valuable resource for residents of Lexington, MA, helping them protect their assets and achieve financial security.

Retirement Planning

Residents of Lexington, MA can benefit greatly from the expertise of a retirement planner. With a population of over 33,000, Lexington is a bustling suburb located just outside of Boston. One of the most specific ways that a retirement planner can help residents of Lexington is by navigating the state-specific tax laws that can impact retirement planning. Massachusetts has a state income tax, as well as a state estate tax, which can complicate retirement planning for those who are not familiar with the intricacies of the tax code. Additionally, a retirement planner can help residents of Lexington navigate the many retirement savings options available to them, including 401(k)s, IRAs, and Roth IRAs. By working with a retirement planner, residents of Lexington can ensure that they are making informed decisions about their financial future and are taking advantage of all the resources available to them.

Financial Advisor

Residents of Lexington, MA can benefit from the expertise of a financial advisor in many ways. One specific way that a financial advisor can help is by providing guidance on retirement planning. Lexington, MA has a high cost of living, and many residents may struggle to save enough money for retirement. A financial advisor can help residents create a retirement plan that takes into account their current financial situation, future goals, and potential risks. They can also provide advice on investment strategies, such as diversification and asset allocation, to help residents maximize their returns and minimize their risks. Additionally, a financial advisor can assist residents with tax planning, estate planning, and other financial matters, helping them to achieve their long-term financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Lexington, MA can greatly benefit from the services of a mortgage loan officer. With the town's high cost of living, many individuals may struggle to secure a mortgage on their own. A skilled loan officer can help residents navigate the complexities of the mortgage process, from pre-approval to closing. They can also provide valuable insights into the local housing market and help residents find a mortgage that fits their unique financial situation. Moreover, as Lexington is a historically significant town, there may be specific regulations or restrictions that need to be taken into account during the mortgage process. A knowledgeable loan officer can guide residents through these intricacies and ensure a smooth transaction. Overall, working with a mortgage loan officer can be a game-changer for residents of Lexington looking to purchase their dream home.

Tax Services

Residents of Lexington, MA could benefit from the expertise of a tax advisor in a variety of ways. For instance, a tax advisor could assist residents in navigating the complex tax laws that are unique to Massachusetts and Lexington. Specifically, they could help residents understand the state's property tax laws, which can be quite confusing due to the state's unique system of assessing property values. Additionally, a tax advisor could help residents take advantage of the various tax incentives and credits available to them, such as the state's solar tax credit, which provides a credit of up to 15% of the cost of installing solar panels. Furthermore, a tax advisor could help residents plan for their financial futures by offering advice on retirement planning, estate planning, and other important financial matters. Overall, the expertise of a tax advisor could be invaluable to Lexington residents looking to navigate the complexities of the state's tax laws and plan for their financial futures.

Estate Planning Lawyer

Residents of Lexington, MA can benefit from the services of an estate planning lawyer in various ways. One of the most common ways is by helping them create a comprehensive estate plan that protects their assets and ensures their wishes are carried out after they pass away. This is especially important in Lexington, MA, where there is a high concentration of wealthy families and individuals. An estate planning lawyer can assist with creating wills, trusts, and other legal documents that provide for the transfer of assets to heirs and beneficiaries. Additionally, they can help with minimizing tax liabilities and ensuring that any charitable giving is done in the most efficient manner possible. In the event of a dispute or contestation of a will, an estate planning lawyer can also provide legal representation and guidance to ensure that the client's wishes are upheld. Overall, an estate planning lawyer can provide peace of mind and security for residents of Lexington, MA, knowing that their assets and legacy are protected for future generations.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Lexington, MA can provide a wide range of wealth management services to individuals and families. These services may include investment management, financial planning, tax planning and preparation, estate planning, and risk management. One specific aspect of Lexington, MA that a wealth manager may take into account is the town's historical significance. As one of the birthplaces of the American Revolution, Lexington has a rich history and a strong sense of community. A wealth manager may work with clients to create a financial plan that aligns with their values and goals, including supporting local organizations and preserving historical landmarks. Additionally, the wealth manager may take into account the unique tax implications of living in a historic district and work with clients to minimize their tax burden while still contributing to the community. Overall, a wealth manager in Lexington, MA can provide tailored wealth management services that take into account the town's unique characteristics and the client's individual needs.

Lexington, MA is undoubtedly the best place to get a wealth manager. The town is home to a plethora of affluent individuals and families, and its financial landscape is nothing short of impressive. With a rich history dating back to the Revolutionary War, Lexington has evolved into a thriving community that boasts a diverse range of industries and businesses. Its proximity to Boston, a global financial hub, further enhances its appeal as a prime location for wealth management services. The town's commitment to education is also worth noting, as it is home to several top-ranked schools and universities, producing a highly educated population that demands the best in financial planning and investment advice. In short, Lexington, MA is the perfect place to find a wealth manager who can cater to the sophisticated needs of its discerning residents.