A complete list of active advisors currently associated with Lawrence Wealth Management

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

Lawrence Wealth Management serves individuals, families, trusts and partnerships and also accepts corporate or business clients, providing investment management and financial planning services. The firm offers comprehensive financial planning and, beginning in January 2026, no‑fee tax‑planning support, and it periodically issues newsletters and hosts educational seminars and webinars at no charge. The firm’s investment approach emphasizes asset allocation as the primary determinant of portfolio risk and return, then implements tailored portfolios using mutual funds, exchange‑traded funds, bonds and individual equities aligned with each client’s goals and risk tolerance. LWM manages accounts on both discretionary and non‑discretionary bases and incorporates tax‑aware techniques such as tax‑loss harvesting and Roth conversion analysis when appropriate. Compared with many solo independent advisers, LWM is notable for working with business/corporate clients and for offering free educational workshops and tax‑planning services as client benefits. The sole owner also maintains a formal operational and research relationship with Baldwin Management, which provides office space, investment research support, and occasional trade execution assistance under a monthly fee arrangement.

To learn more about the advisors currently working at Lawrence 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.