Lexington Wealth Management announced today that Michael Tucci, CEO and Co-Founder, Kristine Porcaro, President & Co-Founder, and Mark Carley, Managing Director of Family Office Services were recognized as 2018 Boston Five Star Wealth Manager. Award winners appeared in a special section in the February issue of Boston Magazine.
Boston Magazine and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Among many distinguishing attributes, the average one-year retention rate for all award winners is above 96 percent.
“It’s an honor to be recognized by Five Star Professional and Boston Magazine. I believe winning this award is a testament to the depth and skill of our Lexington Wealth Management team. I am thankful for all of their hard work,” says Michael Tucci.
Lexington Wealth Management is a boutique, fee-only, independent wealth management firm. We go beyond the constraints of traditional wealth management to help clients connect the head and the heart of wealth management as they face important decisions in life. Based in Boston, the firm is nationally recognized for helping clients get to the 5% of what really matters most in life.
To receive the 2018 Five Star Wealth Manager award, researched and managed by Five Star Professional, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. 2819 Boston area wealth managers were considered for the award; 532 (19 percent of candidates) were named 2018 Five Star Wealth Managers. 2017: 2467 considered, 623 winners; 2016: 2530 considered, 632 winners; 2015: 3542 considered, 801 winners; 2014: 1707 considered, 655 winners; 2013: 2362 considered, 713 winners; 2012: 2591 considered, 454 winners. Wealth Managers do not pay a fee to be considered or placed on the final list of 2018 Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.