3585 North University Avenue, #275, Provo · (801) 420-9100
Welcome to Lawrence Wealth Management. We provide comprehensive wealth management services for every stage of the journey. Our mission is to enhance your life by helping create sound financial strategies. Our goal? To give you confidence in your financial future for years to come.
“As a fiduciary, I serve young, successful business owners, BYU/IHC retirees and some clients who are over 100 years old,” Larry Lawrence says. “This title requires that I act in the client’s best interest. It should be obvious but one thing I learned a long time ago is that whether you are 18, 44 or 98, you want to make money. Since each client is an individual — with unique goals and situations — we develop an individualized, transparent portfolio to increase growth opportunities.”
Larry’s office motto is: “Make clients’ lives better every day” and he says he finds immense satisfaction in helping clients pursue their financial goals.
“We believe in active asset management so I actively manage your assets with integrity rather than passing them on to vendors who don’t even know you,” he says.
As a father of 11, Larry understands that the hopes people have for their family’s future are every bit as sacred as the hopes he has for his family. He works hard to help people invest in a way that makes it possible for them to seek their goals. He believes in genuine respect and transparency.
“I strive to understand the unique dynamics of every family so that I can assist in a profoundly personal way,” he says.
Lawrence Wealth Management has friendly office staff who can guide you every step of the way in your retirement planning and wealth management.
“We are well connected throughout the industry, and services can include social security and Medicare planning. We can also help with advice from tax experts and/or attorneys specializing in estate planning, wills and trusts, as well as mergers and acquisitions,” Larry says. “At the end of the day, providing services that help clients pursue financial success is profoundly impactful, and I am blessed to live a life where I get to do just that. By striving to put clients first and be truly transparent, we have been rewarded with referrals and loyalty from our clients. For that, we are truly grateful.”
Larry Lawrence, Managing
Executive and Wealth Advisor
Securities and investment advisory services offered through Sagepoint Financial, Inc. Member FINRA/SIPC. Lawrence Wealth Management is not affiliated with Sagepoint Financial, Inc.
You’ve worked hard building a career and providing for your family. Now it’s time to preserve and grow your wealth. Getting professional advice is on your to-do list but you’re not quite sure how…
THE PROCESS IS SIMPLE:
1) SHARE your financial info and your ideas with Larry.
2) REVIEW Larry’s top options for meeting your financial goals.
3) CHOOSE a plan and let Larry’s staff guide you through the details.
4) MEET as often as you desire to track your progress.
Our goal? Give you confidence in your financial future for years to come.