Its not what we do – it’s why we do it.



Success has a different definition to each of our clients. At LEXCO we always start by understanding the “why”. Once we take the extra time to learn what matters most to you, we feel we are already in a good position to provide meaningful advice.

Our clientele is typically the first generation in their family to have built a solid worth by working hard, saving even harder and benefiting from smart financial decisions over time. Yet time becomes a premium for all as we grow older. Therefore we look to help simplify the complicated and frame potential options so you can arrive at an educated decision. Our approach is focused on helping you achieve your definition of success. In the end, we realize that ultimately it’s about results.

But instead of trying to be everything to everyone, we’ve learned a lot over the years. We have spent countless hours assessing our skills and where we can best bring value to clients. So while most big firms try and fail to do it all, we work with a few select groups.

• Corp Execs

• Business owners

• Professionals

• Retirees


Pre Retirees



Business Owners



Physicians


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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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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