Investment Advisory

Our investment advisor affiliate, Pacific Global Advisory Group LLC, was founded to manage the investment portfolio of the Lawrence Family Office. Today, we serve a limited number of similarly situated families that seek inter-generational wealth planning and portfolios focused on tax efficient value creation over extended time horizons.

We have no internal financial products to sell, never earn trading commissions, and do not accept compensation from fund managers, custodians, broker-dealers or anyone other than our clients. Our services reflect an objective assessment of individual needs, goals and priorities. Our independence insures that our clients are our only concern.

While we are currently closed to new clients, you may contact us for more information.