Lexco
OUR INTEGRATED APPROACH
Products Diagram

Your advisor takes a comprehensive view of your financial life.
Products & Services

LEXCO provides you with a local relationship, backed by a range of resources rivaling some of Wall Street's biggest firms. As a Registered Investment Advisor, we offer the added advantage of being able to provide guidance that is truly objective, unencumbered by any potential conflicts of interests with our clients. Unlike many leading firms, we sit on your side of the table during all stages of the planning and investment process.

When you work with LEXCO, you'll have a one-on-one relationship with an experienced advisor who understands all of your financial goals and objectives. Having a single advisor who serves as your primary contact can help simplify the complexities of your financial life. Your advisor will coordinate a team of highly skilled professionals on your behalf, which may include your attorney, your tax advisor, estate planning specialists, credit and mortgage specialists and other financial professionals. You'll benefit from an integrated, tax-efficient strategy, which provides a framework for all financial decisions.

Our process begins with an extensive discovery and continues with thoughtful planning. Only after extensive consultation do we begin to recommend potential solutions. Once we have helped you review and update your financial plan, your plan will be implemented in a step-by-step process, addressing your most important financial needs first. We'll also seek to take advantage of optimal market conditions, tax planning opportunities and other important financial considerations as we begin to execute your plan.

At LEXCO Wealth Management, Inc., we provide assistance in the following areas:

Investments
  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Government Securities
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Traditional IRA
  • Treasury Notes
  • Variable Annuities
Financial Planning
  • Retirement Planning
  • Tax Plans
  • 401(k) Planning
  • 401(b) Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans
Insurance
  • Disability Income
  • Life Insurance
  • Long Term Care
Tax Planning
  • Relocation Tax Issues
  • State Tax Return Preparation
  • Representation Before the IRS
  • Tax Return Preparation
  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns
Main Office: 120 White Plains Road, Suite 112, Tarrytown, NY 10591 • Phone: 914-468-8900 • Fax: 914-468-8901 • Email: info@lexcowealth.comBranch Offices

Securities offered through NATIONAL PLANNING CORPORATION (NPC), NPC of America in FL & NY, Member FINRA/SIPC. Advisory services offered through LEXCO Wealth Management, Inc., a Registered Investment Advisor. LEXCO Wealth Management, Inc. and NPC are separate and unrelated companies. See Welcome page for full disclosure.