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Our Mission

Lawrence Wealth Management LLC ("LWM") was established in 2008 with the core mission of providing personalized financial planning and investment management services to clients. We prioritize client interests and uphold the Fiduciary Standard by prioritizing your needs above all else.

Our Expertise

Our team has 36 years of experience in:

• Securities analysis
• Economic analysis
• Providing investment advice

We navigate various market environments by applying a balanced approach, avoiding emotional reactions and prioritizing long-term success.

Financial Planning - Finding Your Financial Roadmap

Our Comprehensive Financial Plan is the foundation of our client relationships. We guide you through:

• Identifying your financial goals and aspirations
• Assessing your current financial situation
• Creating a personalized roadmap with concrete steps
• Implementing and monitoring your progress

Investment Management - Customized Portfolios

We tailor your portfolio to your individual goals and risk tolerance. This includes:

• Developing a personalized asset allocation strategy
• Selecting individual investments to achieve your goals
• Regularly reviewing and adjusting your portfolio to ensure alignment with your evolving needs

Our Values

Our core values guide our interactions with clients and the broader community:

• Integrity: We uphold the highest ethical standards and act with transparency.
• Client-Focused: We prioritize your needs and interests above all else.
• Professionalism: We maintain the highest standards of expertise and conduct.
• Collaboration: We work alongside you to achieve your financial goals.

Why Choose Lawrence Wealth Management?

• Personalized and individualized approach
• Comprehensive financial planning and investment management
• Experienced and dedicated team
• Client-centered approach with a focus on transparency and communication
• Commitment to achieving your financial goals with a balanced and sustainable approach