Jon Davis's Contact Details

Jon Davis's Company Details

Lawless, Edwards and Warren - Wealth Management

Boca Raton, FL, US • 20 - 49 Employees
Financial Services

Founded in 1994, Lawless, Edwards & Warren - Wealth Management consists of highly-credentialed and skilled financial advisors who practice as client advocates assisting with complex financial needs on the personal and corporate levels. Utilizing their education, business experience, and the resources of their corporate affiliates, the financial advisors of the Firm assist in asset management, as well as the generational transfer of closely-held businesses and substantial holdings. Employing a Family Office approach, the Firm enables you as a client to utilize the many resources of Lawless, Edwards & Warren - Wealth Management to manage all facets of your financial life. Our financial advice is coordinated and complementary to your entire situation, ranging from personal and family needs to corporate and philanthropic goals. Our Philosophy: All members of the Firm are fully committed to the consistent delivery of unparalleled comprehensive service to you, our client. This commitment empowers the Firm to operate as your Personal Family Office. We offer dedicated, creative, and professional financial problem solving: the key to financial security and personal peace of mind. Who We Serve: Individuals, Families, Corporations, and Institutions. Our clients appreciate this unique approach to personalized engagement and service. In contrast to mass marketing and impersonal seminar tactics, we serve our clients through personal and business introductions. Referrals from our clients and professional advisors are our greatest assets.