Team
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.
As financial professionals, we are committed to helping our clients create solutions to pursue their goals and avoid costly mistakes that can affect their future.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and get in position to reap those rewards.
Once we understand your risk tolerance, time horizon and goals, we will work diligently to develop a program that carefully balances investment strategies with preserving principal.
If we can assist you, please send us a quick email or call our office.
Nancy Tsao
Administrative Assistant
(469) 320-1668
Nancy is an executive assistant for More2 Wealth Management. She perfects the "Client Comes First" mentality in assisting and caring for customers’ requests. With 20+ years in various roles and responsibilities in different...
Lawrence Goldstein
(460) 320-1668
Lawrence Goldstein is a CPA, Air Force veteran, and the founder of More2 Wealth LLC. He brings nearly two decades of experience in public accounting, having started his career in 2007 and later expanding into investment advisory work...