FWAC Member

KRISTINE M. PORCARO

PRESIDENT AND CO-FOUNDER

I have spent the past 20+ years helping people make life decisions about their money. Navigating the often scary, confusing and emotionally charged world of investing. Working directly with many clients alongside our team to ensure their goals are met even if they sometimes are conflicting.

I am ready to address the emotional side of my client lives and how it fits into financial decisions. My personal life experiences continually add to this perspective and my passion for the business: I am an entrepreneur, a mom, and have been a caregiver for an ailing parent, navigating the confusing world of long-term care and assisted living, all of which contribute to my understanding of clients’ challenges as individuals – not just investors.

In January 2017 I created and run a monthly Empower Women Series for women to come to a welcoming setting where they hear about relevant topics and ask the questions they have never asked and be empowered.

My style and knowledge has earned recognition from Boston Magazine as a Five Star Wealth Manager six years now. I was ranked as one of the Top Owned Women RIA’s, a Top Adviser by Reuters Advice Point and as one of WORTH magazine’s Top 250 Wealth Advisors and named on the Honorable Mention List of top Women-Led Businesses in Massachusetts.

After founding Lexington Advisors in 1997 I merged with Michael Tucci to form Lexington Wealth Management in 2000. Prior to co-founding the firm, I spent 6 years managing an advisory division of a regional brokerage firm. A graduate of the University of Lowell, where I received a BS in Business Administration and Marketing, I also participated in the Certified Financial Planning program from Northeastern University. I also completed the Kinder Institute of Life Planning, Seven Stages of Money Maturity course.

I am a current member of the Family Wealth Advisory Council and I am passionately involved in groups such as the Entrepreneurs Organization (EO), and sit on their board. EO is designed to engage leading entrepreneurs to learn, grow and better their business and lives. I have spoken on Financial Literacy, for the United Teen Equality Center (UTEC), which serves proven-risk youth from both Lowell and Lawrence, MA. I am a member of Pepperlane, a group where women who are business owners and moms come together to promote and help each other. In addition, I was also a former advisory board member for Charles Schwab. The board is made up of twenty-two registered investment advisors from around the country.

I donate my time to other boards such as the Mount Washington Valley Ski team and the Cranmore Race Team and such charities as the Appalachian Mountain Club. I almost never rest, my grandmother said, “sleep when you die” so I remain active with my husband and two daughters, hiking with my dogs, skiing wherever we find snow, cooking a nice meal from scratch and traveling with my family and friends.

Kristine is available to speak or share insights with media, and has provided commentary and insight to Investment News, Financial Advisor, Investment Advisor magazine and other outlets.