WHAT IS A REGISTERED
A Registered Investment Advisor, often known as an "RIA" is an entity that delivers written financial advice for a fee. An RIA doesn't sell or market its own investment products; rather it employs experienced financial advisors who help you find suitable products on the market in each asset class or for a specific financial need. The benefit of working with an RIA includes personalized solutions, sharp attention to detail, and thoughtful, long-term financial planning.
Securities licensed associates of LEXCO Wealth Management, Inc., are Registered Representatives offering securities through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member /. LEXCO Wealth Management, Inc. and NPC are separate and unrelated companies.
LEXCO was founded with the goal of assisting our clients in every aspect of their financial lives. Since the firm's inception, we've not only remained true to our mission, but continue to make every effort to provide our clients with the most comprehensive and personal service available today. For each of our clients, we strive to help create financial stability, security and peace of mind.
Based in Tarrytown, NY, we serve clients in the New York metropolitan area and many other states across the nation. Our firm currently includes 14 professionals, with branch offices in Brooklyn, Middletown, Poughkeepsie, in Greenwich and Farmington (CT), Ft. Mill (SC), and Wellesley (MA). LEXCO advisors have an average of 18 years of experience each working with mostly high net worth individuals and their families.
Our advisors and staff employ
a results-oriented approach, leveraging their deep experience, expertise and commitment to excellence. We strive to meet and exceed our clients' expectations every day. Our dedication to service has led to client relationships that are often multi-generational in scope and that last for decades.
Contact LEXCO Wealth Management, Inc. to learn more about how we can help you simplify your financial life through exceptional and personalized financial strategies.
120 White Plains Road, Suite 112
Tarrytown, NY 10591
Phone: (914) 468-8900
Fax: (914) 468-8901