Lawrence Wealth Management (LWM) was established in 2008 with the mission of providing unbiased, conflict-free financial planning and investment management advice. We serve a limited number of clients so we can offer superb customer service and customized solutions for our clients. Our mission is reinforced by all our policies including being a “fee-only” firm. We never receive any financial compensation or commissions from the purchase or sale of investments. Therefore our clients have confidence that our recommendations on investment management are in their best interest.
We are registered as an Investment Advisory firm and are regulated by the securities laws and regulations of Pennsylvania and Colorado, both of which are modeled after the Investment Advisory Act of 1940 which requires all registrants to be fiduciaries.
Why Clients Select Us
Client service remains a top priority!
We respond to client requests swiftly because we serve a limited number of clients. Clients know they can contact us seven days a week and will usually receive a response the same day.
Client financial plans and strategies are designed specifically for each client’s particular needs and goals.
Once again, the fact that we serve a limited number of clients enables us to work closely with each client to design and implement a thoughtful long-term strategy.
Client interests always come first!
LWM is a Registered Investment Advisory “RIA” firm and as such is legally bound to the Fiduciary Duty Standard.
“A fiduciary duty is a duty to act for someone else's benefit, while subordinating one's personal interests to that of the other person.” - Blacks Law dictionary.
We deliver timely advice to clients and make portfolio changes when appropriate.
Our 10-member collaborative investment committee meets weekly to review and assess economic and investment developments that may affect stock and bond markets. While we are a small boutique firm, our capabilities are extensive drawing upon in-house research and other industry resources.
Clients have confidence that steady hands are guiding their investment portfolios.
We have navigated through many bear and bull markets during the past 30+ years giving us the experience and understanding of market cycles to keep emotions contained and not change a well-design investment strategy.