On Friday, March 7, L Squared Wealth Management LLC was officially approved by California as a Registered Investment Advisor (RIA)! We are now officially open for business.
The genesis of L Squared Wealth Management started about six months ago. When I looked at the various financial firms out there, I was not excited. Too often, these advisory firms were more focused on themselves rather than their clients. I wanted to provide clients with a better financial planning and investment management experience. I decided the best way to do this was to start my own financial management firm. L Squared Wealth Management is a different kind of financial advisory company. We are here to serve clients on the client’s terms. We are committed to meeting with our clients when and where the client desires. We are happy to meet with clients at their homes or other convenient location. We are available during and after business hours, as well as weekends. We are committed to you.
While L Squared Wealth Management is a new company, my background in investing goes back much longer. I have been active in investing for over 25 years, with experience that includes many different types of investments. These include stocks, bonds, options, annuities, and structured settlements. I have been passionate about investing for as long as I can remember. In founding L Squared Wealth Management, I wanted to bring my knowledge, passion, and dedication to helping individuals and businesses with their financial and wealth management needs.
L Squared Wealth Management focuses on providing professionals, especially engineers, with a higher level of personal attention for their financial planning needs. Using our analytical background, we can provide broad-based financial analysis and innovative strategies to create individually tailored plans that help each client create and conserve their wealth and achieve their most important goals. As an independent RIA, we can offer clients a choice of financial products that best suit the client’s needs.
I look forward to helping you with your financial planning and investment management needs.
Lawrence LanePresident and Founder, L Squared Wealth Management
