ABOUT ARLEX WEALTH MANAGEMENT
Arlex Wealth Management is an independent financial management agency located in Lexington, MA, serving the greater Middlesex County. We are dedicated to working with individuals looking to intelligently help grow and protect their assets. We work with you to help insure your assets are not unknowingly and unnecessarily lost. How you fund major purchases or fund your retirement can have a big impact on your future- no matter when you start. There is no need to work your whole life to save thousands of dollars towards retirement, to only find out you have unnecessarily lost large sums of it along the way! We offer zero-obligation free consultations, where we will work through your finances, one step at a time. We are a completely independent agency, truly invested in the well being of our clients. We will work hard to help insure your finances are properly planned, and invested.
Paul is a proud father of three growing children and enjoys spending quality time with his family. He has lived in the Arlington and Lexington area for most of his life and felt the “Arlex” name to be appropriate for the audience he serves. Active in the community, Paul enjoys making our communities a better place to live. He currently is on the board for the Lexington Retailers Association.
Paul holds the prestigous ChFC( Chartered Financial Consultant) and CASL ( Chartered Advisor for Senior Living) designations from the American College . He is currently studying other courses to help to stay current with the needs of his clients.
In the past, Paul has been a board member of the Friends of LADDERS/ Lurie Center( MGH’s Autism Clinic) and an active volunteer in and around Arlington and Lexington.
When not working or spending time with his children, Paul enjoys running, golf, tennis, watching the local sports teams or reading a good book.
Paul has worked directly for the Massachusetts Medical Society serving their members. Issues ranged from how to payoff student loans and choosing the right types of insurance and investments to educational planning and retirement and estate planning.
Paul is a member of the Boston chapter of the Society of Financial Services Professionals(www.financialpro.org) and served as a past president and board member.
Ameritas Investment Corp. offers rich resources and industry updates to help us keep informed and up to date.
Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Arlex Wealth Manangement are not affiliated. Additional products and services may be available through Arlex Wealth Management that are not offered through AIC
This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Security products are limited to residents of Massachusetts.
Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.