How to Talk About Money with the Next Generation

Lexington Wealth ManagementLWM is fee-only and structured to mitigate conflicts of interest. We take no commission or soft dollars; we offer no prepackaged models. We recommend and construct the financial framework that aligns with and works hardest to meet your goals.We listen. Then we add in insights from nationally-recognized financial and tax planners, sophisticated research, a comprehensive reporting package, forward-thinking investment strategies—and lots of conversations with clients.Today, Lexington Wealth Management has over $2.2 billion of assets under advisement and serves more than 800 individuals, wealthy families, and small businesses with a net worth in the $2 million to $150 million range. We’re based in Lexington, MA, but we serve clients all over the world— and we’re happy to come to you wherever that may be!

Lexington Wealth Management

Have you ever found it challenging to have discussions about money with your children, grandchildren or other young people? You are not alone. Studies have shown most families avoid these conversations until necessary. However, talking with children about money at an early age can help them be more financially responsible adults. At this Empower Women event, Elizabeth Lavoie will discuss ways to teach good financial habits and aligning them with values, as well as provide resources and tools to help you better prepare the next generation to deal with money.
Betsy, as her friends call her,  has been working closely with wealthy individuals and families for over 16 years.  Prior to joining Lexington Wealth Management,  she was an Investment Officer at PNC for over nine years where she managed a portfolio of investment assets and worked with a team of advisors to build customized wealth management solutions.  She also served high net worth investors at Eaton Vance Investment Counsel and Scudder Private Investment Counsel/Deutsche Private Wealth Management from 2001 until 2007.
We look forward to seeing you there!