We
are a professional and focused five-person team with a century of combined
experience in the financial services industry. We strive to deliver world-class
service to our clients. Our premier team emphasizes integrity, trust and
service by placing an unconditional focus on the client as well as his or her
needs. We leverage the global breadth and depth of UBS while maintaining the
heart and soul of a two-person organization. Exceptional service for discerning
investors – We are The Lexington Group.
Advice. Beyond investing
In
today's economy, good financial advice has never been more critical. That’s why
it’s so important to partner with a team of dedicated Financial Advisors who
are committed to listening to you, understanding your concerns and helping
ensure all aspects of your financial life are aligned. We'll strive to be your
personal advocates and provide you with advice that is tailored to your unique
circumstances and all you'd like your wealth to achieve. We look forward to
helping you embrace your financial future with confidence.
Plan
The
confidence to pursue all your life's goals starts with a plan.
Planning
is the road map for the financial future you envision. It's the first step in
our ongoing conversation with you to develop a clear, actionable and flexible
plan based on your needs.
Whether
you're looking to save more intelligently, access your money more efficiently
or borrow more strategically, a comprehensive financial plan from your UBS Financial
Advisor will give you more confidence in your ability to meet your goals over
time.
Only
about one-third of Americans have a financial plan.
Talk
to your UBS Financial Advisor today about the importance of having one or click
an area below to explore solutions that help address your entire financial
life.
Access
It's
more than what your assets do. It's what you can do with them.
The
way you access your funds and manage your cash flow each day can have a
tremendous impact on your long-term financial goals. From earning competitive
rates through the automatic overnight sweep of your available cash to enjoying
valuable credit card rewards, UBS has intelligent and integrated ways to
maximize the efficiency of your hard-earned dollars.
Save
One
eye on today. One eye on tomorrow. That's the coordination and focus a healthy
financial life requires—and exactly why having a financial plan is so important.
Particularly when you tackle two of the most significant financial challenges
anyone will face: paying for rising college costs and securing a comfortable
retirement that may last three decades or more.
Borrow
Borrowing
with a vision for your future. Your UBS Financial Advisor can help you
implement solutions to fit your needs.
The
assets you own are only one part of your financial life. What you borrow—and
more importantly, how you borrow—play a critical role as well. Seeing how assets
and liabilities interact to impact your financial life helps you understand
which lending options are right for you when buying or refinancing a home or
seeking funding for personal and business needs.
Grow
Professional
advice helps you capture the right opportunities for your financial goals.
Market
opportunities are endless. But it takes an investment strategy informed by a
thoughtful financial plan and the advice of your UBS Financial Advisor to
understand which opportunities are right for you, and when. Working together,
you'll build a growth strategy that relies on discipline and insight to
maintain focus in any investment climate.
Protect
A
lifetime of work must never be left to chance.
Like
most highly successful people, you know the value of being thorough and
diligent in everything you approach. This includes preparing for the
unexpected.
You
and your UBS Financial Advisor can account for many of the risks you face—prolonged
illness, sudden death, unexpected downturns in the market and much more. Doing
so is one of the most important ways to ensure you, your family and your wealth
are protected.
Give
Preserving
a legacy of everything that's important to you.
Estate
planning is a key element of any financial plan, ensuring the preservation of
both assets and values for future generations. Your UBS Financial Advisor understands
this, working with dedicated estate planning experts to help you design an
estate plan that cares for your loved ones, honors your wishes and preserves
your legacy for years to come.
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