Lawrence Wealth Management Llc

Lawrence Wealth Management is a fee-only, Registered Investment Adviser (RIA) based in West Conshohocken, PA, serving clients nationwide with customized investment management and comprehensive financial planning. We offer a full range of investment strategies, including mutual funds, ETFs, and individual stocks, as well as Sustainable, Responsible, and Impact (SRI) investment programs. With SRI, clients can build portfolios of companies that align with their values—embracing environmental, social, and governance (ESG) principles. Led by Rich Lawrence, with over 30 years of financial expertise, our firm operates under the fiduciary standard, ensuring that your interests always come first. Clients benefit from: Monthly investment & economic updates A team of 14 professionals offering depth of resources with a boutique level of service An affiliation with Baldwin Investment Management for added capabilities and insights Whether your goal is growth, preservation, or aligning investments with your values, we bring disciplined strategies, transparent advice, and a commitment to your long-term success. 215-540-0896 | rich@lawrencewealthmanagement.com