Edward Jones

LG Wealth Management LLC is a San Francisco-based financial firm that also has offices in New York City and Santa Fe, New Mexico. With a national client base, they cater to high net worth individuals, families, business entities, foundations, and charitable organizations. Their mission is to provide the highest level of investment advice, customized financial planning, and disciplined investment management, always prioritizing the best interests of their clients. As fiduciaries and stewards of their clients' wealth, LG Wealth Management LLC aims to deliver superior service and manage investments with a commitment to due diligence and risk controls. They work closely with clients to design and implement comprehensive wealth management plans, guiding them through major life transitions and keeping them well-informed about investment and financial planning issues. With a focus on open communication and collaboration, they strive to build confident investors and deepen relationships with their clients.Generated from the website

L Squared Wealth Management LLC, based in San Diego, specializes in providing tailored financial planning and investment management services to clients nationwide. Founded by Lawrence "Larry" Lane, a certified financial planner with a strong engineering background, the firm is committed to a personalized approach that prioritizes each client's unique financial aspirations. The firm offers a range of financial plan packages designed to address diverse needs, including retirement planning, investment strategies, and estate planning. With competitive asset-based fees and a focus on analytical solutions, L Squared Wealth Management aims to empower clients to build a secure financial future. Generated from the website