THE LEXCO Difference
We adhere steadfastly to high moral principles and professional standards.
We keep your financial plan on track through a consistently high level of attention and service.
We understand that trust must be earned every day, in every decision we make.
• Christopher Jordan and Lisa Rossi win the 2011 Five Star Wealth Manager award.
• Three LEXCO advisors, Christopher Jordan, Lisa Rossi and Marian White win the 2010 Five Star Wealth Manager award, sponsored by Westchester Magazine. Consumers, financial service professionals and magazine subscribers were surveyed to find Wealth Managers in the Westchester area who scored highest in overall satisfaction.
• LEXCO welcomed new team members Robert Roland
, and Ilana Mayid
• LEXCO launches "Lexco Advisor Solutions" a new division that handles the insurance needs of our clients.
At LEXCO Wealth Management, Inc., we begin each client relationship by seeking to understand what makes you unique. While we live in the "information age," we believe that nothing can replace a personal relationship with a trusted advisor who truly understands your goals and objectives. The results are highly personalized strategies for each of our clients.
Specializing in helping to meet the needs of high net worth families and individuals, as well as business owners and entrepreneurs, we provide sophisticated strategies for all of your financial needs. From growing and protecting your assets, to managing taxes and planning for the future, you can count on LEXCO to help you achieve all of your objectives. Our sole mission is providing you with exceptional client service by leveraging deep financial expertise across a wide range of disciplines.
We realize that you have more choices than ever before when it comes to investments and other financial services. Our role as a Registered Investment Advisor is to help you cut through the noise of the marketplace by recommending strategies and tactics based on your individual goals, time horizon and tolerance for risk. We offer a comprehensive, integrated approach to wealth management that represents a high standard of financial advice.