Call Us Toll Free: 1.888.892.6454

About Us

Financial Strategies – Wealth Management Group is an independent, boutique Registered Investment Advisery firm in the South Coast Metro area of Orange County, California. Our Series 65 and insurance licenses allow us to offer the full range of security investments, as well as life insurance, IUL, Corporate-Designed Life Insurance, annuities and more. We report directly to the SEC (Securities Exchange Commission) and to the California State Insurance Commissioner.

Robert B. Lawrence Jr., President

For more than three decades, Bob and his team have been working with people to make their financial dreams a reality. Our clients have benefited from our services to:

  • Protect and grow their assets
  • Reduce taxes
  • Guarantee their basic income for life
  • Discover ways to lower companies’ 401(k) fees, increase participation, build account values and provide greater transparency
  • Reduce college fees (did you know that tuition is negotiable?)
  • Create specialized plans to retire early.

Every step along the way, we’ve been there to help make each and every client’s goals a reality – their reality.

Because... money does buy dreams

What’s one hour of your time worth?
If we could show you a way to realize your financial goals – whether it’s a 401(k) plan, college funding, retirement income for life or a HENRY/FIRE plan – would it be worth an hour of your time? Let’s get started.

Call us @ 714–368-7494 to schedule a no-cost, no-obligation meeting to discuss some ideas to make your dreams your reality.