Lawrence Wealth Management LLC “LWM” Client Services and Administration Manager. Jan directs all non-investment client requests and serves as the liaison between our custodian, Charles Schwab and our clients ensuring a seamless client experience.  Jan also establishes and executes internal administrative processes including our internal portfolio management system. Feel free to reach out to Jan at 215-540-0896 option 2 or email her at jan@lawrencewealthmanagement.com.