Lawrence Wealth Management White Papers

Lawrence Wealth Management White Papers offer you a glimpse into our over 30 years of experience and expertise.  Over the years, we’ve learned a thing or two and are happy to share our experience with you.  Whether it’s an opinion on a particular investment strategy, or advice on how to best plan for your future, Lawrence Wealth Management White Papers provide the resources below for you to download and read.  Just give us your name and email address and we’ll be happy to share our insights. If you have any questions after reading the white paper, feel free to give us a call at (215) 540-0896 to schedule a free, no obligation consultation.

Annuities The Good The Bad The ugly

Why Clients Choose 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.

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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.

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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.

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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.

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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.

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