Lexco Wealth Management is a boutique financial planning firm based in Tarrytown, New York, dedicated to guiding individuals, families, and business owners toward long-term financial success. Operating within the financial services industry, Lexco delivers personalized strategies designed to meet each client’s unique needs and life goals. Their approach is rooted in building deep, lasting relationships, with a strong focus on trust, transparency, and independent advice. As fiduciaries, the team acts solely in the client’s best interest, offering objective guidance that aligns with each financial journey.

Lexco Wealth Management specializes in holistic financial planning, retirement solutions, and investment management, alongside strategies for tax efficiency, risk management, and estate planning. The firm takes pride in its concierge-level service, providing clients with consistent support and access to financial tools and education to help inform their decisions. With a multigenerational client base, Lexco is adept at planning across different life stages—from young professionals to retirees. Their commitment to empowerment, integrity, and innovation is reflected in their tailored service and forward-thinking financial strategies.

Website: http://www.lexcowealth.com/

Key Services:

– Comprehensive financial planning
– Investment management
– Retirement income planning
– Tax-efficient wealth strategies
– Risk management and insurance consultation
– Estate and legacy planning
– Business owner financial strategies
– Education funding planning