Susie Boretti, CPA, CFP®

Wealth Advisor
(781) 860-7745

Fun Facts

Favorite vacation spot: Anywhere on Coastal Maine

Favorite activity outside of work: Reading on the beach

“Helping clients marry their personal goals to their financial needs can sometimes seem overwhelming, but this is what motivates me every day!  I strive to understand what is most important to my clients.  This allows me to help guide my clients in making the right decisions so they achieve their vision for the future.”

Lexington Wealth Management is excited to announce a new addition to the team, Susie Boretti. She is a graduate of Bentley University where she also received her masters in Financial Planning. Susie is joining Lexington Wealth Management as a Wealth Advisor.

Prior to joining LWM, Susie worked for RSM in their tax department before switching to Wealth Management. She focused on high net worth families and individuals, specifically on those who owned small businesses in the manufacturing and building materials industries.

When she is not working, she enjoys spending time in Maine with family, friends, and Ridi, her dog. Susie is an avid traveler with her next trip planned for Italy and Albania (where her fiancé is from). Most recently, she rode a camel through the Sahara desert in Morocco.  A former competitive swimmer, she has turned her passion for fitness into running, having completed three half marathons.

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