Lawrence Wealth Management LLC

Lawrence Wealth Management LLC is a Registered Investment Adviser (RIA) firm based in West Conshohocken, Pennsylvania. With a team of 14 employees, the firm manages a revenue stream of $2.5 million. Lawrence Wealth Management provides customized investment management and financial planning services to clients nationwide. The firm offers a wide range of investment plans, encompassing mutual funds, ETFs, and individual stocks. Additionally, they specialize in Sustainable, Responsible, and Impact (SRI) investment programs, allowing clients to construct portfolios aligned with environmental, social, and governance principles. Clients at Lawrence Wealth Management benefit from the expertise of Rich Lawrence, who brings 30 years of experience to the firm. As a fiduciary, Lawrence Wealth Management prioritizes its clients' best interests. They offer quarterly portfolio reviews, monthly investment and economic updates, and leverage their affiliation with Baldwin Investment Management to enhance client service. For inquiries about SRI Investments or to learn more about Lawrence Wealth Management's services, contact them at 215-540-0896 or via email at [email protected].