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L Squared Wealth Management

Financial Planning on Your Terms

 

L Squared Wealth Management is focused on providing clients with a superior financial advisory experience by focusing on three Core Values – Integrity, Service, and Passion. We are based in San Francisco and provide financial planning and investment management services.

Our mission is to help technology professionals attain their financial goals so they can focus on their career and personal life. Having worked in high-tech, we understand the many challenges faced by tech professionals. Tight schedules, long hours, and tiresome commutes leave little time for planning their financial future. Using our analytical background, L Squared Wealth Management works with clients to develop and implement individualized financial plans with clear actions to achieve their life goals.

At L Squared Wealth Management, we study the markets in our efforts to find better ways to invest. We believe the best way to win in the market is to minimize the inevitable losses. While investment selection and diversification are important, many investors suffered losses of 30% or more in 2008 with “well diversified” portfolios. We utilize unique quantitative-based risk management strategies to try to minimize losses in a down market. While no strategy can guarantee a gain nor protect against a loss, we work with clients in an effort to control their investment risk.

At L Squared Wealth Management, we believe that planning your financial future should be about you, not the financial advisory company. Contact us at (415) 343-5147 to schedule a complimentary introductory meeting and learn how we can help you build a better financial future.

 

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Our Core Values

  • INTEGRITY

    • Fiduciary Standard - We act in the best interests of the client and disclose any conflicts of interest
    • No Proprietary Products - We help pick the best solutions for you, not us
    • Confidentiality and Privacy Policy
    • Disclose how we are compensated
  • SERVICE

    • We are a Small Firm - We know our clients
    • We are available to meet with you when and where you want, including evenings and weekends
    • We listen to you and make sure we understand your priorities
  • PASSION

    • We study the markets and seek to come up with better ways to invest
    • We do not outsource your investments
    • We apply the same strategies and plans to our own investments
    • We strive to be objective and learn how to do things better
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L Squared Wealth Management