A complete list of active advisors currently associated with L Squared Wealth Management

Warmer can help you find a great advisor at L Squared Wealth Management or one who fits your needs even better.

L Squared Wealth Management provides financial planning and ongoing portfolio supervision for individuals, high‑net‑worth clients, and small businesses, and coordinates implementation through third‑party investment managers when appropriate. The firm manages about $24.1 million in client assets and offers modular and broad‑based planning services that include retirement, tax, education, estate, and insurance planning. The firm’s investment approach blends fundamental, charting/technical and cyclical analysis with a mix of strategic and tactical asset allocation, emphasizing diversification, periodic rebalancing and tax‑aware implementation. Portfolios may use a range of vehicles — index and active funds, ETFs/ETNs, individual equities, structured products, interval funds — and the adviser may incorporate margin lending and option strategies where suitable. What distinguishes this firm from many peers is its periodic offering of complimentary educational workshops on personal finance and investing, an uncommon service among independent advisers. The firm also discloses the recent addition of a Box Spread Synthetic Loan strategy (an option‑based borrowing technique) and maintains insurance licensing for the principal, reflecting a willingness to integrate specialized borrowing, structured product and insurance solutions into client planning.

To learn more about the advisors currently working at L Squared Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Lawrence Lane	San Diego, CA	14

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