After co-launching, helping to build and then sell a successful $2 billion AUM practice, Frank joined Lexington Wealth Management as the Director of Investment Tax Strategy. “Lexington is a very progressive firm — and my role here underscores the importance of taxes. It used to be you had to see your CPA to figure out your taxes. But at Lexington, it’s my job to make sure taxes are a key part of the wealth management equation and the overall financial plan.”

Lexington specializes in high income and high net worth clients, who average roughly $5 million in investable assets, while also serving some clients with $20 million or more. “It’s the high net worth clients who often take the hardest hit from taxes,” says Frank. “But nearly all clients can find ways to benefit from Tax Alpha. It’s fundamental to a comprehensive plan.”

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