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 pursue their 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 dynamic process has been developed over many years and is designed to determine if we are the right fit for potential clients.
Our comprehensive planning looks to integrate and simplify the following:
• Financial Planning
• Investment Management
• Risk Management & Asset Preservation
• Tax Planning
• Estate and Trust Planning
Instead of addressing these areas individually, At LEXCO we look to develop dynamic solutions involving CPAs, 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.
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