Hello and welcome, I appreciate the opportunity to introduce myself. I am Caleb Lawrence, President of Caleb Lawrence Registered Investment Adviser, a wealth management firm located in Scotts Valley, California, offering personalized fee-based investment management.
About Fee-Based Wealth Management: In addition to all of the usual statements, trade confirms and tax forms, this service includes on-line account access and monitoring, check writing and debit cards — if desired*. You will also be provided with a quarterly performance report, year-end tax report, summary economic data, and my personal investment newsletter. *These services are offered through our custodial relationship with Pershing LLC.
- I specialize in re-allocating investments in response to changing economic and business cycle conditions!
- I offer fee-based investment management and hourly consulting services.
- I use an active management process by re-allocating the investments in response to changing economic and business cycle conditions as determined through on-going and continuous research.
- Since 2000, I have hosted an economic update and market commentary on KPIG Radio 107.5 FM from Freedom, California, and since 2007 from KPYG Radio 94.9 FM Cayucos, California.
If you are in need of a wealth management firm that will provide you with individualized financial management services, call us today, or fill out the form on this page for your free consultation.
Contact Caleb Lawrence, Your Local Central Coast Registered Investment Adviser Today!
Caleb Lawrence Investment Registered Investment Adviser works on your behalf to help you keep the money you worked so hard to earn.
Fill out the form on this page to schedule a time to speak with Caleb Lawrence.
This consultation is absolutely free with no obligation. We will answer any and all questions you may have regarding our firm, our processes, and the services we provide.