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4848 Loop Central Drive Suite 1005 Houston, TX 77081

832-255-8246
lawrence.jacobs@lfsecurities.com
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Your trust. Our expertise.

Your trust. Our expertise.

Our responsibility to our clients comes first. From wealth and risk management to retirement solutions and estate planning strategies, our insight and sophisticated financial strategies are designed to help make your financial goals a reality.

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Work with the best.

Work with the best.

No matter the complexity of your investor profile, we believe an professional financial Strategy and investment management create better outcomes.

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Our Clients

We strive to maintain strategic expertise across a broad range of investor profiles

Entrepreneurs & Executives

Entrepreneurs & Executives

Portfolio and risk management

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Peak Career Professionals

Peak Career Professionals

Wealth-building education and strategies

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Pre-Retirees &#38; Retirees<br/>

Pre-Retirees & Retirees

Strategies for every phase of retirement

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High-Net Worth<br/>

High-Net Worth

Serving the unique needs of HNW individuals

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

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Our Services

When was the last time you sat down and had a conversation about your goals and aspirations?

Our team is composed of industry professionals with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on our insight and experience.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Our Three Step Process

STEP

1

Advise

We’ll begin by reviewing your financial documents, risk tolerance, and objectives.

STEP

2

Curate

Our team will present customized financial strategies designed to match your investor profile. 

STEP

3

Implement

Life changes? Market volatility? We’ll keep your financial plan on track every step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Speak with Lawrence Jacobs

 I understand that every Individual has unique needs, and I'm excited to learn more about yours.  let's schedule an initial conversation where we can discuss your goals and how I can best support you.

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