Lexington Wealth Management

Lexington Wealth Management is the Lexington team of Hightower Signature Wealth, providing private wealth management and financial planning to individuals and families. Services cover investment management, retirement planning, tax planning, insurance and risk management, and estate planning. The team describes its approach as connecting the head and the heart of wealth management, acknowledging that money decisions involve both logic and emotion, and that the two sometimes clash.

The group includes more than a dozen wealth advisors and directors, supported by a client service staff, and stresses collaboration among members who bring different perspectives and skills. One client testimonial describes the team tailoring asset management to a family’s needs, including planning for two adult sons with special needs. The advisors emphasize teamwork, professionalism and continually evolving their practice so clients receive quality advice.

What to Know

• Many advisors hold the CFP certification, and others hold credentials such as CIMA, AIF, RLP, EA and FPQP.
• Managing directors include Kristine Porcaro, Michael Tucci, Jason Hastings, James Hastings, Kerry Luria and Aaron Derderian.
• The team operates under Hightower Signature Wealth and Hightower Advisors, LLC.
• The firm is a member of the Lexington Chamber of Commerce.