Private Wealth

Asset Allocation

Lexington Avenue Capital Management is committed to helping our clients reach their long-term financial goals while focusing on preserving and growing wealth. A widely diversified portfolio is best able to withstand... More

Educational Savings

With the ever rising cost of a college education, it is never too early to start planning for your children’s future. By investing early and adopting a prudent strategy, a small amount of money can become a sizable... More

Financial Planning

We take the view that every client is unique. That is why at Lexington Avenue Capital Management, we take the time to get to know you and together we chart the course for your future. The financial planning process... More


Social Security

We specialize in retirement planning and strategies for maximizing Social Security benefits, helping you achieve a secure retirement with sufficient funds for a comfortable and dignified life... More

 Stock Options Strategies

Employee stock option plans can be a lucrative investment instrument. Unfortunately, people fail to take full advantage of the wealth generated by their employee stock options. At Lexington Avenue Capital Management, we... More

Tax Aware Strategies

In 2012 the U.S. tax code was 73,608 page in length. The enormity and complexity may seem insurmountable, but the key to success is to plan ahead and think about the impact before making any investment... More

 Trust and Estate Management and Investing

All too often, people think that only the super wealthy need trusts. In reality that is not the case. A trust can be a useful estate-planning tool for many people. Trusts are a great vehicle for minimizing estate taxes, avoid probate... More

Specialist Referrals

We have an extensive network of professionals such as accountants, attorneys, and insurance providers, who we work with regularly. We can provide referrals to our clients when the need arises. With these trusted partners, we can coordinate the efforts to take care of all of your financial needs.