Publication: Business Wire
Date: Tuesday, May 15 2007
Demand for guidance through wealth transitions drives formal agreement
The agreement was driven by Lexington Wealth Management's focus on men and women who are entrepreneurs or have wealth decisions that accompany major life transitions. Ms. Birke will offer counseling to both the firm's clients and its team of advisors as appropriate. The arrangement evolved from an informal relationship that originated in 2001.
"As clients adapt to sometimes overwhelming life changes they often benefit from emotional guidance," said Michael Tucci, President and Co-Founder of Lexington Wealth. "Szifra will spend some of her time coaching our team to better work through these situations with clients and if requested will also help our clients as they make their way through challenging times."
Kristine Porcaro, COO and Co-founder of Lexington Wealth Management added: "Wealth can be accompanied by transitional events like inheritance, divorce, death, or the sale of a business, and paying close attention to these issues is a part of managing life goals over the long haul. Too often in such situations, we have seen advisors fail to listen and attend to their clients' concerns. A team approach that incorporates an understanding of the emotional side of wealth can help ensure this does not happen."
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