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Lexington, Massachusetts

Private Wealth Management & Financial Planning in Lexington

Providing financial clarity across the nation and in your local area.

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About the Lexington Team

Each member of our Lexington team brings a different perspective, skills, and creativity to the table, fostering a collaborative environment where thoughtful ideas flourish. We value teamwork, professionalism, and a relentless pursuit of evolution to help ensure that we deliver quality advice to our clients.

Contact Lexington Team

12 Waltham St
Lexington, MA 02421

(781) 860-7745

services offered

  • Comprehensive wealth management

  • Investment management

  • Tax Planning

  • Trusts & Estate Planning

  • Financial Planning

  • Retirement Planning

  • Insurance

Recent Insights From Our Team

General Resources

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Meet your team

  • Kristine Porcaro Managing Director headshot

    Kristine Porcaro

    Managing Director

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  • Michael Tucci Managing Director headshot

    Michael Tucci

    CPA, CIMA®, MBA

    Managing Director

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  • Jason Hastings Wealth Advisor, Managing Director headshot

    Jason Hastings

    CFP®

    Wealth Advisor, Managing Director

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  • James Hastings Wealth Advisor, Managing Director headshot

    James Hastings

    CFP®

    Wealth Advisor, Managing Director

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  • Kerry Luria Wealth Advisor, Managing Director headshot

    Kerry Luria

    Wealth Advisor, Managing Director

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  • Aaron Derderian Wealth Advisor, Managing Director headshot

    Aaron Derderian

    CFP®

    Wealth Advisor, Managing Director

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  • Brenda VanderSluis Director, Client Service headshot

    Brenda VanderSluis

    Director, Client Service

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  • Frank Censullo Wealth Advisor, Executive Director headshot

    Frank Censullo

    MSFP

    Wealth Advisor, Executive Director

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  • Bruce Thompson Wealth Advisor, Executive Director headshot

    Bruce Thompson

    Wealth Advisor, Executive Director

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  • Jonathan Marcus Wealth Advisor, Executive Director headshot

    Jonathan Marcus

    CFP®, AIF®

    Wealth Advisor, Executive Director

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  • Chris Dooley Wealth Advisor, Executive Director headshot

    Chris Dooley

    CFP®, EA, MBA

    Wealth Advisor, Executive Director

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  • George Bouton Wealth Advisor, Director headshot

    George Bouton

    MBA, CFP®

    Wealth Advisor, Director

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  • Susie Panduku Wealth Advisor, Executive Director headshot

    Susie Panduku

    MSFP, CPA, CFP®

    Wealth Advisor, Executive Director

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  • Andy Richardt Wealth Advisor, Executive Director headshot

    Andy Richardt

    CFP®

    Wealth Advisor, Executive Director

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  • Peter Sullivan Wealth Advisor, Director headshot

    Peter Sullivan

    CFP®

    Wealth Advisor, Director

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  • Carlos Ferreira Associate Wealth Advisor headshot

    Carlos Ferreira

    Associate Wealth Advisor

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  • Michelle Sacco Senior Client Service Associate headshot

    Michelle Sacco

    Senior Client Service Associate

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  • Alla Trachtenberg Senior Client Service Associate headshot

    Alla Trachtenberg

    Senior Client Service Associate

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  • Natalie Vickery Senior Client Service Associate headshot

    Natalie Vickery

    Senior Client Service Associate

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  • Colby Therrien Client Service Associate headshot

    Colby Therrien

    Client Service Associate

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  • Lina Cardone Client Experience Associate headshot

    Lina Cardone

    Client Experience Associate

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Request a meeting

Once we receive your inquiry, a team member will be in touch to set up your complimentary, no-obligation consultation within one business day.

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