Services

I offer Fee-Based Wealth Management services only. Please contact me for further information and specifics on these services.

Wealth Management

Non-custodial discretionary fee based investment management services are provided if your aggregate account balances total more than $250,000 US Dollars. 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.

Caleb Lawrence

Registered Investment Adviser

5321 Scotts Valley Drive
Suite #202
Scotts Valley, CA 95066

Toll Free: (888) 742-4744
Local: (831) 334-5318

Listen to Caleb’s daily market commentary on California’s Central Coast every business day at 12 noon, KPIG 107.5 FM in the Monterey Bay or KPYG 94.9 FM in San Luis Obispo.