Lex Wealth Management

Lex Wealth Management Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Lex Wealth Management, Financial service, 10000 Lincoln Drive East, Marlton, NJ.

Happy 401(k) Day! 🎉Today is the perfect reminder to check in on your retirement savings and make sure your financial fut...
09/05/2026

Happy 401(k) Day! 🎉

Today is the perfect reminder to check in on your retirement savings and make sure your financial future is on track. Whether you're just getting started or nearing retirement, small contributions today can have a significant impact tomorrow.

Not sure if you're maximizing your retirement opportunities? We're here to help guide the way.

Last week's beach getaway was the perfect way to wrap up summer and spend some quality time with the people who matter m...
09/04/2026

Last week's beach getaway was the perfect way to wrap up summer and spend some quality time with the people who matter most. ☀️🌊

As we head into Labor Day Weekend, our Lex Wealth Management families wish you and yours a relaxing, safe, and memorable holiday weekend!

As the year begins winding down, now is a great time to review your 401(k), IRA, and other retirement contributions. Inc...
09/04/2026

As the year begins winding down, now is a great time to review your 401(k), IRA, and other retirement contributions. Increasing your contributions, even by a small amount, can make a meaningful difference over time.

A quick check today can help keep your long-term goals on track.

Navigating Medicare can be overwhelming, but understanding your options is an important part of retirement planning.Join...
09/03/2026

Navigating Medicare can be overwhelming, but understanding your options is an important part of retirement planning.

Join Lex Wealth Management for a complimentary Medicare 101 Webinar on September 17 at 4:00 PM ET. During this educational session, we'll cover:

• Medicare Parts A, B, C & D
• Enrollment timelines and penalties
• Coverage options and costs
• How to choose the right plan for your needs

Whether you're approaching Medicare eligibility or helping a family member understand their options, this webinar will provide practical insights to help you make informed decisions.

📅 September 17 | 🕓 4:00 PM ET | 💻 Online

Register today to reserve your spot: https://forms.cloud.microsoft/r/EmvqCq7ZN2

Legacy planning is about more than passing along assets.It's about making sure your values, wishes, and intentions are c...
08/28/2026

Legacy planning is about more than passing along assets.

It's about making sure your values, wishes, and intentions are clearly documented and communicated to those who matter most.

Reviewing beneficiary designations, estate documents, healthcare directives, and powers of attorney can help provide clarity for loved ones and reduce uncertainty during difficult times.

A conversation today may make a meaningful difference tomorrow.

"When should I file for Social Security?" This becomes one of the most important decisions clients of financial advisors...
08/24/2026

"When should I file for Social Security?" This becomes one of the most important decisions clients of financial advisors may face as retirement approaches. Optimal timing depends on personal circumstances, savings goals, and spousal considerations. Here's what to know.

Life insurance isn't a "set it and forget it" financial tool.Changes such as marriage, the birth of a child, a new home,...
08/21/2026

Life insurance isn't a "set it and forget it" financial tool.

Changes such as marriage, the birth of a child, a new home, career advancements, or approaching retirement may all impact your coverage needs.

Taking time to review your policy periodically can help ensure it still aligns with your goals and provides the protection your family may need.

Address

10000 Lincoln Drive East
Marlton, NJ
08053

Telephone

(856)3349900

Website

Alerts

Be the first to know and let us send you an email when Lex Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Lex Wealth Management:

Shortcuts

Share

Category