History
L Squared Wealth Management was established in 2014 as a Registered Investor Advisor (RIA), registered in California. We are incorporated in California as an LLC.
Specialties
L Squared Wealth Management provides Financial Planning and Investment Management solutions to its clients. Our three Core Values and Guiding Principles are: * Trust and Integrity * Excellent Service * Passion and Dedication L Squared Wealth Management is a different kind of financial advisory company. We are here to serve you on your terms. Many financial firms require clients to meet with them on the firm's terms: in the firm's office and on the firm's schedule. In today's busy world, most clients do not have time, especially during the business day, to meet with their financial advisor. We are committed to meeting with our clients when and where the client desires. We are happy to meet with clients at their homes or other convenient location. We are available during and after business hours, as well as weekends. At L Squared Wealth Management, we are passionate about financial planning and investing. You deserve someone who is truly excited about what they do and can provide you with a high level of dedication and commitment.