Kristine Porcaro Named 2011 Boston Five Star Wealth Manager
Lexington Wealth Management Co-Founder Qualifies for Award Based on Consumer Research
LEXINGTON, Mass.--(BUSINESS WIRE)-- Lexington Wealth Management announced today that Kristine Porcaro, co-founder and COO of the firm, was named one of the recipients of the 2011 Boston Five Star Wealth Manager award. The award winners appear in a special section in the February issue of Boston magazine.
“We are proud of Kristine for her achievements, and that we as a firm continue to earn high marks among the community,” said Michael Tucci, President and co-founder of Lexington Wealth. “To know that the hard work, guidance, and services we provide day in and day out have been recognized is rewarding, and it reinforces that our clients place great value in our relationship.”
Five Star Professional partnered with Boston magazine to conduct research to identify a select group of wealth managers who are exceptional in both their ability and commitment to overall satisfaction. Fewer than three percent of the wealth managers in the Boston area were selected.
A survey was provided to approximately one in four high-net-worth-households (more than 149,000 consumers), Boston magazine subscribers, and 17,200 financial services professionals within the Boston area.
Survey recipients were asked to evaluate wealth managers they knew through personal experience and to evaluate them based upon nine criteria. Both negative and positive evaluations were included in the scoring. Only wealth managers with a minimum of five years of experience were considered. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by regulatory agencies. The final list was reviewed by a panel of local financial services industry professionals.
About Lexington Wealth Management
Lexington Wealth Management is a boutique, fee-only, independent investment and financial advisory firm that goes beyond the constraints of traditional wealth management to help clients balance strategy and emotion as they face important decisions in life. Based in Boston and Manhattan, the firm has approximately $460 million in assets under management and is nationally recognized for uncovering the best, most intelligent path for clients to travel from their distinct point A to point B. For more information, please visit www.lexingtonwealth.com.
About Five Star Professional
Five Star Professional provides localized, independent client satisfaction research on the performance of service professionals. Five Star Professional conducts research with consumers, and industry peers and leaders, to identify service professionals who score highest in overall satisfaction. Award candidates also undergo a thorough regulatory review. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in more than 45 markets across the United States and now, Canada. Five Star Professional was founded in 2003 and is based in Minneapolis. For more information, go to: www.fivestarprofessional.com
CONTACT:
Ebben Zall Group
Brian Keaney, 781-449-3244
Brian@EbbenZallGroup.com
KEYWORDS: United States North America Massachusetts
INDUSTRY KEYWORDS: Professional Services Finance
MEDIA:




Latest Commentary