Szifra is interviewed in Financial Advisor magazine July 2007 Life planning and taking a holistic approach to finances are in vogue now, but Lexington Wealth Management, based in Boston and …
The Angst Of Newfound Riches
Szifra is mentioned in Business Week By Susan Berfield July 1, 2007 Wealth can be overwhelming. Now there's a new breed of counselor to help. When Thomas and Joan came into some money, $30 …
BusinessWeek Weekend TV
June 23, 2007—Psychology and Money Financial advisers are realizing they have to deal with more than just dollars and cents when helping their clients. Some are hiring psychologists and other …
Lexington Wealth Management Adds Wealth Counselor
Demand for guidance through wealth transitions drives formal agreement LEXINGTON, Mass. -- Lexington Wealth Management, a leading wealth management and investment consulting firm for high net worth …
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