Pro-Vision Wealth Management

EST. AUM
$393,386,204

CONTACTS
1

CLIENT ACCOUNTS
656

Firm Details

Metro area San Diego
CRD Number 160657
Website pro-visionwealth.com
Client types

Overview

Pro-Vision Wealth Management was established in 2017 by Lawrence Palme, a seasoned financial professional with over two decades of experience at prestigious firms such as Prudential Securities, UBS Wealth Management, and Morgan Stanley. With a deep understanding of wealth management, Lawrence recognized that earning and preserving wealth requires distinct strategies, particularly for athletes, entertainers, and other high-net-worth individuals who may not have expertise in managing their financial legacies. His approach centers on providing specialized advice to help clients navigate the complex financial challenges they face, avoiding costly mistakes with unqualified advisors. In response to the 2008-2009 credit crisis, Lawrence developed a proprietary investment method called R.A.T.I.O. (Risk Aversion Through Integral Objectivity), designed to safeguard clients' wealth by prioritizing risk management and objective analysis. A resident of San Diego for over 25 years, Lawrence is passionate about travel, cycling, and sports, and is actively engaged in philanthropy. He has created a Braille book library, volunteers with the "Hiccups' Pizza Project" on Los Angeles' Skid Row, participates in the San Diego 9/11 Memorial Stair Climb, and founded Networking for Good to support charitable causes.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Pro-Vision Wealth Management

Platform Details

Investment Preferences

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