Lawrence Wealth Management (LWM) established in 2008 with the mission of providing unbiased  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. Reinforced by our policies, our mission includes 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