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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

After nearly 19 years of live radio it was time to move on to new projects. My daily economic update can still be found on my Blog and the I-Tunes and Google Play stores as a podcast. Or you can call my office 831-334-5318 and take advantage of my still “free” after 20+ years initial consultation.  Usually about an hour, will have an opportunity to get to know each other better and address your specific concerns on a one to one basis.