Lawrence Wilkes

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy design

About

Lawrence Wilkes is a financial consultant based in Stamford, Connecticut, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with tailored investment and insurance strategies. His comprehensive discovery process ensures a deep understanding of each client's financial situation, risk tolerance, and time horizon. Lawrence primarily serves high net worth individuals, families, corporate executives, and businesses, focusing on asset growth and protection.

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