About
Michael Lawrence is a Financial Advisor at Wealth Enhancement, bringing over a decade of experience in the financial services industry. After training at Charles Schwab early in his career, he has held client advisory roles at registered investment advisor firms (RIAs), including a family office where he collaborated with accounting and legal professionals to craft sophisticated tax, estate, and charitable planning strategies.
At Wealth Enhancement, Michael leverages his experience and the collective expertise of the Roundtable™ to deliver comprehensive, personalized guidance. His patient and detail-oriented approach empowers clients to navigate complex financial decisions with clarity and confidence.
Originally from Southern California, Michael now resides in New York. He enjoys traveling to stay connected with family and friends, embracing the best of both coasts.
Education
- BBA – Finance, Pacific Union College
Resources from Michael Lawrence
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation