Our Differences



Choosing a financial advisor is, for many, is a critical step toward meeting some of life’s most important goals. Without question, the financial services industry spends millions each year in marketing to influence your perception.

LEXCO Wealth Management Inc. is a 100% independent Registered Investment Advisor. Being independent, we have no proprietary products or sales quotas – we offer advice first and foremost.

We are committed to educating our clientele using honest straight forward assessments and helping them reach goals by applying the judgement we’ve honed over decades. Our new clients are friends and family of our existing clients. No fancy ad campaigns. We believe this is a great way to align our interests.

Many times we start our relationships using the LEXCO True Discovery™ process. This unique process has been developed over many years and is designed to determine if we are the truly the right fit for potential clients.

Our comprehensive planning looks to integrate and simplify the following:

• Financial Planning
• Investment Management
• Risk Management & Asset Protection
• Tax Planning
• Estate and Trust Planning


Instead of addressing these areas individually, At LEXCO we look to develop dynamic solutions involving CPA’s, attorneys, and various specialists to drive custom wealth strategies.

We bring together world class capabilities rivaling the biggest Wall Street names with the high touch service excellence our clients demand. At LEXCO, our driving principle is to better prepare our clients for the future through education and sound advice.

WHAT IS RIA? » WHAT IS A BROKER DEALER? »

Integrating your entire financial strategies and simplifying the complicated.

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Coordinating a team of professionals to provide well researched solutions.

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Want to simply your finances? Click on the eLEXCO button below to learn more:
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All the information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities and investment advisory services offered through National Planning Corporation (NPC), of America in FL & NY, Member FINRA / SIPC, and a Registered Investment Advisor.

Additional Advisory services offered through LEXCO Wealth Management Inc. a Registered Investment Advisor. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Advisor Representative requirements.

In addtion, follow-up converasations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Advisor Representative registration requirements, or an applicable exemption or exclusion. LEXCO Wealth Management and NPC are seperate and unrelated companies.

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