For Your Insights


Empower Women Website Launch

We are excited to announce the launch of our Empower Women website on September 13th, 2018. Empower Women is an extension of our Empower Women Initiative that currently includes the popular Empower Women Series. The website will give our visitors... Read More »

Lexington Wealth Management Named to the 2018 Financial Times 300 Top Registered Investment Advisors

Lexington Wealth management is excited to announce it has been named to the 2018 Financial Times 300 Top Registered Investment Advisors. It is a privilege to be among one of the nation's 300 top RIAs.  We take pride in our approach, connecting the... Read More »

LWM Insights

Maximize Charitable & Generational Gifting

With new limits placed on the itemizing deductions, paired with the increase in the standard deduction, many more taxpayers are going to be taking the standard deduction. Defining the “Bunching” Technique... Read More »

Intra-Family Business Transfer

Small business owners face many challenges when determining how to best transfer assets to their children. In some cases selling the business might not make sense if the family wants to retain the asset. Due to the illiquidity associated with a... Read More »

From our Friends

Why Global Equity

Volatile markets, as we've experienced recently, can be unsettling for many long-term investors and cause them to question their carefully laid investment plans.  As a client of Lexington Wealth Management, your particular plan most likely... Read More »

Quarterly Market Review for the 3rd Quarter of 2018

We are pleased to share our Quarterly Market Review for the 3rd Quarter of 2018. This review encompasses a global perspective and reflects on a wide array of asset classes. Each Lexington Wealth client has a personal investment... Read More »