Five years ago, on March 7, 2014, L Squared Wealth Management (LSWM) was officially approved by California as a Registered Investment Advisor (RIA). It’s hard to believe five years have gone by so quickly. My goal when I started LSWM was to provide clients with a superior financial advisory experience by focusing on three core values: Integrity, Service, and Passion. The growth of LSWM over the last five years is a testament to these core values.
A big part of success is continuous improvement. It’s important to keep learning to be able to provide a superior experience. As part of this process, I earned my CFP® certification in 2016. The CERTIFIED FINANCIAL PLANNER™ program covers the key elements of financial planning including budgeting and debt management, insurance, investing, retirement planning, tax planning, and estate planning. A comprehensive financial plan should cover each of these areas.
I continue to seek better ways to invest. Markets go up and down. The investment process at L Squared Wealth Management utilizes quantitative-based risk management strategies to try to minimize losses in a down market. While no strategy can guarantee a gain nor protect against a loss, we work with our clients in an effort to control their investment risk. The goal is to get ahead by reducing losses in the inevitable market downturns.
I would like to thank my clients for working with L Squared Wealth Management and trusting me with their goals, dreams, financial details, and investments. Financial planning is impossible without a deep level of trust. I look forward to continuing to help my existing clients, as well as new clients, with their financial planning and investment management needs. If you are interested in learning more about our financial planning and investment advisory services, contact us at info@L2Wealth.com.
Lawrence (Larry) LanePresident and Founder, L Squared Wealth Management
Disclosures
All written content on this site is for information purposes only and should not be considered investment advice. Opinions expressed herein are solely those of L Squared Wealth Management LLC unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
Advisory services are offered through L Squared Wealth Management LLC, a California registered investment advisor firm. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. Advice may only be provided after entering into an advisory agreement with L Squared Wealth Management LLC.
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