About

Seeking to Earn Your Trust.

We seek to earn your trust every day. We understand that trust can be fostered through a clear and candid review of your evolving financial circumstances and our plans to help you target your near- and long-term financial goals.

To that end, we will reach out regularly to discuss matters related to your financial future and to candidly assess the performance of the financial plan relative to your goals.

Further, our Investment Team offers regular commentary to ensure clients are informed of material factors influencing investment positioning and performance.

Each decision we make must prioritize your interests as a client. That is the nature of a fiduciary obligation.

To support that objective, we have designed our organization to achieve the following goals:

GREATER INDEPENDENCE

Our investment options are not part of a brokerage firm with in-house products and services to sell; we are able to provide clients with objective guidance on which investments will best meet their needs.

INTERESTS ALIGNED WITH YOURS

Our compensation is based on a percentage of assets under management, therefore our success is directly linked to that of our clients.

ACCOUNTABILITY AND FOCUS

As a Registered Investment Advisor, we are registered with the Securities Exchange Commission and are regulated by the Investment Advisors Act of 1940, we have a fiduciary duty to act in the best interests of our clients. Of course, we’d observe those priorities even if we weren’t required to as we strongly believe that in doing so we only enhance our ability to succeed in helping you achieve your long-term financial goals. And that’s the only measure appropriate for us to judge our own achievements.

VALUES


We are fiduciaries.

You are our first priority. We’re committed to doing what’s best for those we serve.


We are transparent.

We make sure your questions are answered and you are apprised of all relevant information


We stay engaged.

Your plan needs to be monitored and you need to stay informed about the issues that affect you.


We are responsive.

We’re in the business of developing lifelong relationships. Your concerns are our concerns and they deserve attention.


We are accessible.

Your advisor is a phone call away. ‘The firm’s investment team is a walk down the hall.

PURPOSE


We impart clarity.

With clarity, we can accurately identify where your finances stand today, and where you are headed

tomorrow, and how you are going to get there.


We instill confidence.

Confidence means you worry less and spend more energy on the things that truly matter.


We lend an attentive ear.

When we understand your goals, passions, and values, we can develop plans, support your commitment and share in your successes.


We offer comprehensive planning.

We can help you manage the breadth of your financial portfolio.


We provide team-based solutions.

You deserve expertise. Our team of specialists works in a range of areas across four planning areas.

COMMUNICATION


We engage in regular reviews.

You can expect a phone call or a meeting on a regular basis so we can exchange relevant information.


We provide useful technology.

You deserve information at your fingertips. We provide the tools you need to find out how your accounts are performing at any given time.


We keep you up to date.

You can expect detailed evaluations of how markets have performed and a review of the issues that merit attention going forward.


We host client seminars.

Education is an important part of what we do. With knowledge, you can ask the right questions and have greater confidence in the choices you make.


We listen to client feedback.

We are always looking to improve our service. In fact, if you’d like to offer input on our business – or even this website please feel free to send us a note.

Link to: Get in touch

Any more questions? Feel free reach out!

Phone, Email, or Get-in-touch are all great ways to let me serve you!

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Christina Constantikes Lawrence, MBA, CLTC | Wealth Management Advisor

* Investment-related services are provided by:

Signature Resources Capital Management, LLC – 4275 Executive Square, Suite 400, La Jolla, CA 92037
Phone: +1 (646) 670-7284 | Email: clawrence@srcmadvisors.com

Main Office: 100 Bayview Circle, Suite 100, Newport Beach, CA 92660

Specializing in multigenerational wealth transfer with a focus on philanthropy.

DISCLAIMER

The information contained on this website is for general information purposes only. The information is provided by Christina Lawrence and while we endeavor to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk.

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