L Squared Wealth Management

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 your financial future. Using our analytical background, L Squared Wealth Management works with you to develop and implement individualized financial plans with clear actions to achieve your 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 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 you in an effort to control your 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.Read More