L Squared Wealth Management

Specialties

L Squared Wealth Management provides Financial Planning and Investment Management solutions to its clients.

Our three Core Values and Guiding Principles are:

* Trust and Integrity

* Excellent Service

* Passion and Dedication

L Squared Wealth Management is a different kind of financial advisory company. We are here to serve you on your terms. Many financial firms require clients to meet with them on the firm’s terms: in the firm’s office and on the firm’s schedule. In today’s busy world, most clients do not have time, especially during the business day, to meet with their financial advisor. We are committed to meeting with our clients when and where the client desires. We are happy to meet with clients at their homes or other convenient location. We are available during and after business hours, as well as weekends.

At L Squared Wealth Management, we are passionate about financial planning and investing. You deserve someone who is truly excited about what they do and can provide you with a high level of dedication and commitment.

History

Established in 2014.

L Squared Wealth Management was established in 2014 as a Registered Investor Advisor (RIA), registered in California. We are incorporated in California as an LLC.

Meet the Business Owner

Lawrence L.

Business Owner

Lawrence (Larry) Lane, CFP® is the President and Founder of L Squared Wealth Management. Larry made a change to the financial advisory business in 2011 after a successful 20+ year career as an engineer and manager in the high tech industry. This change was motivated by his life-​long passion for investing and his desire to help individuals and businesses with their financial planning needs.

L Squared Wealth Management focuses on providing professionals with a higher level of personal attention for their financial planning needs. Using our analytical background, we can provide broad-​based financial analysis and unique quantitative strategies to create individually tailored plans that help each client create and conserve their wealth and achieve their most important goals. As an independent financial advisor, Larry offers clients a choice of financial products from various investment companies and insurance companies that best suit the client’s needs.