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1877 S. Federal Highway, Suite 210Boca Raton, FL 33432(800) 361-8140Get Office Directions

What we’ve learned from our clients about Wealth Management…

Over the last 20+ years, our clients have taught us a great deal. Specifically, that quality financial advice needs to be much more than just managing their investments. Therefore, Wealth Management for our clients is a fully integrated and comprehensive system to managing all of their financial affairs. Our clients appreciate a global perspective and completion-oriented focus. A plan’s success demands deliverability in thought and action.

Our clients are unique and their outlooks, needs, and requirements are distinct. Lawless, Edwards & Warren limits our practice to work with a select number of Business Owners, Executives, and Successful Families with whom we can make a significant impact.

Our clients seek assistance in the following areas:

  • Capital Preservation Strategies
  • Protection from Unintended Creditors
  • Increased Liquidity
  • Reduced Income and Estate Tax Exposures
  • Distinctive Strategies for Charitable, Community and long-term Philanthropic Goals
  • A Collaborative Approach to Strategies and Implementation

Your circumstances are unique. Your values, your judgments and your perspective are integral for building a successful foundation. We will help you attain the goals that define you – passing your estate, reducing taxes, maintaining a family legacy business or endowing your favorite charities…

Lawless, Edwards & Warren is Committed to Helping Fulfill and Achieve Your Ambitions!

Helpful Content

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.