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L Squared Wealth Management: Financial Planning on Your Terms
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About
Description
L Squared Wealth Management is a financial advisory company based in San Diego that believes in providing financial planning and investment management services on your terms. With a focus on integrity, service, and commitment, L Squared aims to deliver a superior financial planning experience to clients nationwide. The founder, Lawrence Lane, brings over 20 years of experience in engineering and management to the table.
As a CERTIFIED FINANCIAL PLANNER™ professional, Larry combines his analytical background with his passion for investing to help clients develop individualized financial plans. He also studies the markets to find better ways to invest. L Squared offers a range of services, including investment management and financial planning.
Their investment management services are assessed based on the value of the client's accounts, with fees billed quarterly. For financial planning, they provide different packages, such as the Foundation Financial Plan and the 360° Financial Plan, each tailored to meet specific needs and goals. Additional planning services are also available.
With a commitment to putting clients first, L Squared Wealth Management ensures transparency in their fiduciary standards, no proprietary products, and a focus on confidentiality and privacy. They strive to provide personalized service by getting to know their clients and understanding their priorities. By applying their strategies and plans to their own investments, they aim to be objective and continuously improve.
Overall, L Squared Wealth Management offers comprehensive financial planning services that prioritize your financial future, tailored to your needs and goals
Company Type
Privately Held
Company Size
2-10
Year Founded
2014
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