Lawrence Wealth Management

Lawrence Wealth Management is a registered investment advisor founded in 2008 by Richard Lawrence. Lawrence Wealth Management builds personalized investment portfolios using mutual funds, exchange-traded funds, bonds, and individual stocks based on each client's specific needs, risk tolerance, and time horizon. In addition to managing investments on both a discretionary and non-discretionary basis, Lawrence Wealth Management provides comprehensive financial planning and tax planning services at no extra charge to clients. Services include retirement planning, college savings projections, tax-loss harvesting, and Roth conversion analyses. Lawrence Wealth Management requires a minimum account size of $1,000,000, though this minimum can be waived on an exception basis, and client accounts can be aggregated to meet the threshold.